| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 49 | $10,834 | $11,387.6 | $553.6 | 5.11% |
Caroline Jankowski Operose Advisors LLC | 4,666 | $671,319.34 | $1.08M | $408,019.78 | 60.78% |
Tracy A. Zullo Zullo Investment Group Inc. | 4,538 | $658,757.68 | $1.05M | $395,192.82 | 59.99% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 752 | $186,463.47 | $175,388.96 | -$11,074.51 | -5.94% |
Billy DeFrance Lauterbach Financial Advisors LLC | 714 | $200,783.93 | $166,254.9 | -$34,529.03 | -17.2% |
Ana-Maria Ignat Covestor Ltd | 662 | $132,646.8 | $154,987.44 | $22,340.64 | 16.84% |
Kathryn Brown Morton Brown Family Wealth LLC | 303 | $66,351.99 | $70,402.05 | $4,050.06 | 6.1% |
Lonny Elfenbein West Michigan Advisors LLC | 4,315 | $846,911.31 | $1M | $156,132.01 | 18.44% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 1,089 | $305,821.67 | $254,706.21 | -$51,115.46 | -16.71% |
John Gorlow Cardiff Park Advisors LLC | 3,277 | $724,710.1 | $762,525.13 | $37,815.03 | 5.22% |
Eric Lai Archvest Wealth Advisors Inc. | 3,988 | $966,200.71 | $929,842.08 | -$36,358.63 | -3.76% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 9,386 | $2.38M | $2.19M | -$185,796.6 | -7.82% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,371 | $284,447.12 | $320,066.8 | $35,619.68 | 12.52% |
Jay Richards Investment Advisory Group LLC | 2,730 | $451,532.43 | $632,213.4 | $180,680.97 | 40.02% |
Daniel Flack Intrinsic Value Partners LLC | 805 | $226,374.04 | $187,693.8 | -$38,680.24 | -17.09% |
| CB Catherine Bluvol Next Level Private LLC | 23,118 | $3.08M | $5.4M | $2.32M | 75.37% |
D. Patrick Franklin First International Bank & Trust | 898 | $198,529.84 | $209,144.2 | $10,614.36 | 5.35% |
Brian Kellett Kellett Wealth Advisors LLC | 1,745 | $441,082.12 | $408,539.4 | -$32,542.72 | -7.38% |
Andrew Burkey Joseph Group Capital Management | 283 | $79,969.15 | $65,769.2 | -$14,199.95 | -17.76% |
Sean Reitenbach Prosperity Consulting Group LLC | 23,564 | $4.57M | $5.45M | $878,364.24 | 19.23% |