| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 2,744 | $168,569.94 | $215,788.16 | $47,218.22 | 28.01% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,758 | $228,472.72 | $215,248.11 | -$13,224.61 | -5.79% |
Billy DeFrance Lauterbach Financial Advisors LLC | 21,584 | $1.13M | $1.68M | $547,108.86 | 48.28% |
Ana-Maria Ignat Covestor Ltd | 1,312 | $71,872.49 | $102,454.08 | $30,581.59 | 42.55% |
Kathryn Brown Morton Brown Family Wealth LLC | 181 | $9,451.63 | $14,233.84 | $4,782.21 | 50.6% |
Lonny Elfenbein West Michigan Advisors LLC | 5,004 | $270,088.09 | $393,514.56 | $123,426.47 | 45.7% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,414 | $199,975.76 | $189,836.96 | -$10,138.8 | -5.07% |
John Gorlow Cardiff Park Advisors LLC | 2,130 | $106,143.68 | $167,503.2 | $61,359.52 | 57.81% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 151,258 | $8.54M | $11.77M | $3.23M | 37.82% |
Jay Richards Investment Advisory Group LLC | 5,749 | $334,579.36 | $461,184.78 | $126,605.42 | 37.84% |
Kelly Kaczmarczyk Dravo Bay LLC | 67,657 | $3.74M | $5.26M | $1.53M | 40.9% |
Sean Reitenbach Prosperity Consulting Group LLC | 272,779 | $19.27M | $21.45M | $2.18M | 11.3% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,143 | $1.07M | $1.19M | $122,855.72 | 11.5% |
James Langer Redmont Wealth Advisors LLC | 17,008 | $990,816.64 | $1.34M | $346,692.48 | 34.99% |
Bill McVay Red Tortoise LLC | 39,874 | $2.24M | $3.14M | $897,432.61 | 40.1% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 141,488 | $8.71M | $11M | $2.3M | 26.37% |
Samantha Pierangeli City State Bank | 6,402 | $303,484.93 | $498,459.72 | $194,974.79 | 64.25% |
Christopher Pelch Vance Wealth LLC | 66,528 | $3.24M | $5.23M | $1.99M | 61.63% |
Morgan Christen Spinnaker Investment Group LLC | 4,978 | $412,377.52 | $399,335.16 | -$13,042.36 | -3.16% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 31,903 | $2.23M | $2.48M | $257,857.21 | 11.59% |