| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 662 | $23,957.78 | $54,525.63 | $30,567.85 | 127.59% |
Jennifer Carlson Gould Capital LLC | 1,285 | $111,540.05 | $106,160.27 | -$5,379.78 | -4.82% |
Penny A. Phillips Journey Strategic Wealth LLC | 187,866 | $13.64M | $15.48M | $1.85M | 13.53% |
Joshua Ryder Taff New Perspectives Inc. | 143,234 | $9.27M | $11.83M | $2.56M | 27.65% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 8,421 | $401,547.77 | $694,227.24 | $292,679.47 | 72.89% |
Ana-Maria Ignat Covestor Ltd | 20 | $909.1 | $1,651.8 | $742.7 | 81.7% |
Andrew Burkey Joseph Group Capital Management | 52,735 | $2.16M | $4.34M | $2.18M | 100.55% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,467 | $494,922.94 | $614,534.1 | $119,611.16 | 24.17% |
Kathleen Thornhill Confluence Wealth Services Inc. | 13,744 | $1.09M | $1.13M | $38,895.52 | 3.56% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 58,786 | $2.18M | $4.84M | $2.66M | 121.72% |
Randy D. Kurtz Upper Left Wealth Management LLC | 54,543 | $2.08M | $4.51M | $2.43M | 116.9% |
W. Travis McKinney HB Wealth Management LLC | 6,644 | $520,279.41 | $548,727.96 | $28,448.55 | 5.47% |
Daniel Forbes Forbes Financial Planning Inc. | 53,510 | $4.59M | $4.41M | -$180,628.09 | -3.93% |
| FCI Family CFO Inc Family CFO Inc | 5,543 | $502,381.74 | $454,803.15 | -$47,578.59 | -9.47% |
| LWL Leo Wealth LLC Leo Wealth LLC | 31,816 | $1.59M | $2.62M | $1.03M | 64.72% |
William Jollie Quent Capital LLC | 200,666 | $10.8M | $16.57M | $5.77M | 53.41% |
| EM Erin Mccann Simplicity Wealth LLC | 39,050 | $2.79M | $3.2M | $417,233.7 | 14.97% |
Nichole Raftopoulos Nvest Financial LLC | 11,825 | $1.08M | $979,701.25 | -$98,111.75 | -9.1% |
Samuel Miller Kraft, Davis & Associates LLC | 114,636 | $9.89M | $9.52M | -$374,622.86 | -3.79% |
Jaimie Palmer Beacon Capital Management LLC | 5,356 | $425,373.52 | $443,530.36 | $18,156.84 | 4.27% |