| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Foster Laraway Financial Advisors Inc. | 2,600 | $211,042 | $198,081 | -$12,961 | -6.14% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 6,649 | $298,952.89 | $506,520.82 | $207,567.93 | 69.43% |
| DM David Mailloux WealthCare Investment Partners LLC | 104,708 | $4.27M | $7.98M | $3.71M | 86.79% |
Clint Dunn Beaird Harris Wealth Management LLC | 3,347 | $133,653.59 | $255,309.16 | $121,655.57 | 91.02% |
Jennifer Carlson Gould Capital LLC | 4,350 | $152,484.54 | $331,383 | $178,898.46 | 117.32% |
Loyd Stegent Stegent Equity Advisors Inc. | 7,832 | $246,942.96 | $596,680.92 | $349,737.96 | 141.63% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,382 | $199,402.72 | $257,657.67 | $58,254.95 | 29.21% |
| TG Tyler Glazier New Millennium Group LLC | 10,502 | $754,970.93 | $801,092.56 | $46,121.63 | 6.11% |
Caroline Jankowski Operose Advisors LLC | 1,203 | $79,341.85 | $91,764.84 | $12,422.99 | 15.66% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 6,104 | $538,128.64 | $465,002.72 | -$73,125.92 | -13.59% |
Brian Ramsay Wealthspan Partners LLC | 118,391 | $4.31M | $9.03M | $4.72M | 109.56% |
John Gorlow Cardiff Park Advisors LLC | 32,370 | $1.63M | $2.47M | $840,539.27 | 51.61% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 12,500 | $618,875 | $953,500 | $334,625 | 54.07% |
| CC Cheung Chan Chemistry Wealth Management LLC | 346,112 | $14.06M | $26.4M | $12.34M | 87.78% |
Jay Richards Investment Advisory Group LLC | 5,564 | $251,633.44 | $424,421.92 | $172,788.48 | 68.67% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 3,583 | $266,119.31 | $273,311.24 | $7,191.93 | 2.7% |
Kathleen Thornhill Confluence Wealth Services Inc. | 33,162 | $1.28M | $2.5M | $1.22M | 95.63% |
Christopher Pelch Vance Wealth LLC | 2,899 | $144,497 | $221,135.72 | $76,638.72 | 53.04% |
John Swift Benchmark Investment Advisors LLC | 8,630 | $362,826.64 | $658,296.4 | $295,469.76 | 81.44% |
| SH Suzanne Hammer 5th Street Advisors LLC | 17,786 | $1.02M | $1.36M | $332,531.69 | 32.47% |