| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raymond L. Eaton Primoris Wealth Advisors LLC | 1,468 | $211,377.93 | $328,318.19 | $116,940.26 | 55.32% |
Tyler Glazier New Millennium Group LLC | 49 | $10,834 | $10,958.85 | $124.85 | 1.15% |
Caroline Jankowski Operose Advisors LLC | 4,666 | $671,319.34 | $1.1M | $429,763.34 | 64.02% |
Tracy A. Zullo Zullo Investment Group Inc. | 4,538 | $658,757.68 | $1.01M | $356,165.97 | 54.07% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 752 | $186,463.47 | $178,434.56 | -$8,028.91 | -4.31% |
Billy DeFrance Lauterbach Financial Advisors LLC | 714 | $200,783.93 | $159,686.09 | -$41,097.84 | -20.47% |
Ana-Maria Ignat Covestor Ltd | 662 | $132,646.8 | $157,079.36 | $24,432.56 | 18.42% |
Kathryn Brown Morton Brown Family Wealth LLC | 303 | $66,351.99 | $67,765.95 | $1,413.96 | 2.13% |
Lonny Elfenbein West Michigan Advisors LLC | 4,315 | $846,911.31 | $965,049.71 | $118,138.4 | 13.95% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 1,089 | $305,821.67 | $243,554.84 | -$62,266.83 | -20.36% |
John Gorlow Cardiff Park Advisors LLC | 3,277 | $724,710.1 | $767,866.67 | $43,156.57 | 5.96% |
Eric Lai Archvest Wealth Advisors Inc. | 3,988 | $966,200.71 | $891,916.16 | -$74,284.55 | -7.69% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 8,945 | $2.28M | $2.05M | -$232,691.64 | -10.21% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,371 | $284,447.12 | $306,624.14 | $22,177.02 | 7.8% |
Jay Richards Investment Advisory Group LLC | 2,730 | $451,532.43 | $635,380.2 | $183,847.77 | 40.72% |
Daniel Flack Intrinsic Value Partners LLC | 805 | $226,374.04 | $180,038.24 | -$46,335.8 | -20.47% |
| CB Catherine Bluvol Next Level Private LLC | 23,118 | $3.08M | $5.17M | $2.09M | 68.05% |
D. Patrick Franklin First International Bank & Trust | 898 | $198,529.84 | $200,837.69 | $2,307.85 | 1.16% |
Brian Kellett Kellett Wealth Advisors LLC | 1,667 | $423,927.58 | $372,824.53 | -$51,103.05 | -12.05% |
Andrew Burkey Joseph Group Capital Management | 283 | $79,969.15 | $65,865.42 | -$14,103.73 | -17.64% |