| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 10,502 | $754,970.93 | $799,937.34 | $44,966.41 | 5.96% |
Caroline Jankowski Operose Advisors LLC | 1,146 | $75,981.13 | $95,095.08 | $19,113.95 | 25.16% |
Brian Ramsay Wealthspan Partners LLC | 118,207 | $4.3M | $9M | $4.7M | 109.25% |
John Gorlow Cardiff Park Advisors LLC | 31,875 | $1.61M | $2.62M | $1.01M | 62.76% |
Stefan Demuth Ameliora Wealth Management Ltd. | 12,500 | $618,875 | $952,125 | $333,250 | 53.85% |
| CC Cheung Chan Chemistry Wealth Management LLC | 346,112 | $14.06M | $26.36M | $12.3M | 87.5% |
Jay Richards Investment Advisory Group LLC | 5,564 | $251,633.44 | $423,809.88 | $172,176.44 | 68.42% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,492 | $259,497.24 | $289,766.16 | $30,268.92 | 11.66% |
Kathleen Thornhill Confluence Wealth Services Inc. | 33,481 | $1.3M | $2.55M | $1.25M | 95.99% |
Christopher Pelch Vance Wealth LLC | 2,899 | $144,497 | $238,529.72 | $94,032.72 | 65.08% |
John Swift Benchmark Investment Advisors LLC | 7,036 | $312,567.82 | $583,847.28 | $271,279.46 | 86.79% |
Suzanne Hammer 5th Street Advisors LLC | 18,130 | $1.05M | $1.38M | $330,802.27 | 31.5% |
Morgan Christen Spinnaker Investment Group LLC | 6,086 | $451,081.9 | $463,570.62 | $12,488.72 | 2.77% |
Randy D. Kurtz Upper Left Wealth Management LLC | 165,498 | $6.34M | $12.61M | $6.26M | 98.8% |
W. Travis McKinney HB Wealth Management LLC | 206,417 | $10.6M | $15.72M | $5.13M | 48.37% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 4,062 | $149,584.1 | $309,402.54 | $159,818.44 | 106.84% |
| MC mike Chen Byrne Asset Management LLC | 440 | $38,790.4 | $33,514.8 | -$5,275.6 | -13.6% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 44,131 | $3.25M | $3.36M | $107,288.26 | 3.3% |
Nathan Geraci ETF Store Inc. | 18,940 | $966,855.06 | $1.44M | $475,804.74 | 49.21% |
Russell Mohberg Regatta Capital Group LLC | 32,806 | $1.5M | $2.72M | $1.22M | 81.73% |