| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 7,343 | $1.8M | $2.53M | $729,232.18 | 40.51% |
Jennifer Carlson Gould Capital LLC | 9,839 | $1.06M | $3.35M | $2.29M | 217.01% |
Loyd Stegent Stegent Equity Advisors Inc. | 1,437 | $209,965.89 | $496,354.17 | $286,388.28 | 136.4% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,146 | $328,119.31 | $740,123.21 | $412,003.9 | 125.57% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,947 | $334,246.07 | $671,715 | $337,468.93 | 100.96% |
Penny A. Phillips Journey Strategic Wealth LLC | 46,711 | $7.95M | $15.72M | $7.77M | 97.78% |
Russell Kartub Insight Inv LLC | 1,745 | $306,895.72 | $602,173.32 | $295,277.6 | 96.21% |
Lisa Cooper Figure 8 Investment Strategies LLC | 2,382 | $580,135.87 | $819,562.83 | $239,426.96 | 41.27% |
G. Adam Parmer Enhancing Capital LLC | 704 | $248,744.31 | $243,024.32 | -$5,719.99 | -2.3% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 15,642 | $2.34M | $5.39M | $3.05M | 130.49% |
Tyler Glazier New Millennium Group LLC | 1,226 | $136,325.6 | $415,295.24 | $278,969.64 | 204.63% |
Salvatore Pitti Pitti Group Wealth Management LLC | 2,566 | $388,911.54 | $885,270 | $496,358.46 | 127.63% |
Caroline Jankowski Operose Advisors LLC | 3,934 | $736,481.97 | $1.33M | $591,518.41 | 80.32% |
Tracy A. Zullo Zullo Investment Group Inc. | 17,645 | $2M | $6.03M | $4.03M | 201.27% |
Joshua Moeller Hill Island Financial LLC | 9,501 | $1.51M | $3.28M | $1.77M | 116.92% |
Billy DeFrance Lauterbach Financial Advisors LLC | 3,245 | $1.15M | $1.12M | -$26,365.6 | -2.3% |
Ana-Maria Ignat Covestor Ltd | 2,896 | $507,130.26 | $998,859.36 | $491,729.1 | 96.96% |
Kathryn Brown Morton Brown Family Wealth LLC | 31 | $4,368.83 | $10,495.36 | $6,126.53 | 140.23% |
Lonny Elfenbein West Michigan Advisors LLC | 4,939 | $697,952.11 | $1.68M | $978,517.35 | 140.2% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 12,173 | $1.89M | $4.15M | $2.26M | 119.46% |