| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Kearns Kearns & Associates LLC | 685 | $208,808.55 | $260,721.27 | $51,912.72 | 24.86% |
Ryan Gough Perfromance Wealth Partners LLC | 697 | $294,464.05 | $262,065.02 | -$32,399.03 | -11% |
Fanie Gouws Gouws Capital LLC | 10,160 | $2.21M | $3.86M | $1.66M | 75.16% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 18,373 | $3.3M | $6.99M | $3.7M | 112.22% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,422 | $1.21M | $1.68M | $468,669.59 | 38.62% |
Jennifer Carlson Gould Capital LLC | 12,767 | $2.23M | $4.8M | $2.57M | 115.05% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 665 | $236,387.55 | $254,482.2 | $18,094.65 | 7.65% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 956 | $223,540.68 | $364,322.04 | $140,781.36 | 62.98% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,981 | $764,273.85 | $1.52M | $751,452.09 | 98.32% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 1,425 | $564,741.75 | $535,785.75 | -$28,956 | -5.13% |
Tyler Glazier New Millennium Group LLC | 190 | $60,479.61 | $71,438.1 | $10,958.49 | 18.12% |
Caroline Jankowski Operose Advisors LLC | 656 | $173,437.61 | $246,649.43 | $73,211.82 | 42.21% |
Brian Ramsay Wealthspan Partners LLC | 2,362 | $429,232.59 | $888,088.38 | $458,855.79 | 106.9% |
Ana-Maria Ignat Covestor Ltd | 757 | $297,174.05 | $289,711.47 | -$7,462.58 | -2.51% |
Kathryn Brown Morton Brown Family Wealth LLC | 493 | $103,169.84 | $185,363.07 | $82,193.23 | 79.67% |
Lonny Elfenbein West Michigan Advisors LLC | 8,872 | $2.7M | $3.34M | $634,562.26 | 23.49% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 2,306 | $427,746.08 | $878,770.48 | $451,024.4 | 105.44% |
Stefan Demuth Ameliora Wealth Management Ltd. | 3,649 | $1.1M | $1.37M | $273,777.09 | 24.93% |
Eric Lai Archvest Wealth Advisors Inc. | 2,214 | $877,936.69 | $842,759.1 | -$35,177.59 | -4.01% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,813 | $729,942.07 | $1.43M | $703,707.76 | 96.41% |