| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,601 | $121,115.65 | $157,298.25 | $36,182.6 | 29.87% |
David Mailloux WealthCare Investment Partners LLC | 20,118 | $1.41M | $2.03M | $626,042.12 | 44.48% |
Ryan Gough Perfromance Wealth Partners LLC | 4,696 | $428,038.93 | $474,671.69 | $46,632.76 | 10.89% |
Timothy Carne SFG Wealth Management LLC | 3,469 | $299,011.02 | $340,829.25 | $41,818.23 | 13.99% |
Clint Dunn Beaird Harris Wealth Management LLC | 3,066 | $239,020.12 | $301,234.5 | $62,214.38 | 26.03% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 87,549 | $7.31M | $8.85M | $1.54M | 21.07% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 229,454 | $18.28M | $22.54M | $4.26M | 23.33% |
Lindsey Seagraves Carson Advisory Inc. | 2,358 | $227,735.64 | $237,049.74 | $9,314.1 | 4.09% |
Penny A. Phillips Journey Strategic Wealth LLC | 17,831 | $1.45M | $1.75M | $306,342.32 | 21.19% |
Russell Kartub Insight Inv LLC | 1,883 | $138,044.94 | $185,004.75 | $46,959.81 | 34.02% |
Joshua Ryder Taff New Perspectives Inc. | 342,517 | $25.23M | $33.65M | $8.42M | 33.37% |
Caroline Jankowski Operose Advisors LLC | 50,876 | $4.1M | $5.14M | $1.04M | 25.42% |
Tracy A. Zullo Zullo Investment Group Inc. | 3,082 | $181,615.61 | $302,806.5 | $121,190.89 | 66.73% |
Joshua Moeller Hill Island Financial LLC | 13,665 | $943,651.95 | $1.37M | $430,090.5 | 45.58% |
Ana-Maria Ignat Covestor Ltd | 3,052 | $231,651.57 | $308,496.17 | $76,844.6 | 33.17% |
Kathryn Brown Morton Brown Family Wealth LLC | 27,242 | $1.82M | $2.68M | $855,398.8 | 46.97% |
Lonny Elfenbein West Michigan Advisors LLC | 9,861 | $718,156.81 | $968,843.25 | $250,686.44 | 34.91% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,434 | $221,469.27 | $239,140.5 | $17,671.23 | 7.98% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 4,817 | $430,928.82 | $481,892.68 | $50,963.86 | 11.83% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,229 | $215,276.82 | $225,195.87 | $9,919.05 | 4.61% |