| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 1,871 | $122,586.8 | $145,208.31 | $22,621.51 | 18.45% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 84,059 | $4.59M | $6.52M | $1.93M | 42.02% |
Penny A. Phillips Journey Strategic Wealth LLC | 50,945 | $3.05M | $3.95M | $906,241.93 | 29.74% |
Tyler Glazier New Millennium Group LLC | 39 | $2,036.58 | $3,026.79 | $990.21 | 48.62% |
Caroline Jankowski Operose Advisors LLC | 2,657 | $161,362.86 | $206,209.77 | $44,846.91 | 27.79% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,758 | $228,472.72 | $220,612.42 | -$7,860.3 | -3.44% |
Billy DeFrance Lauterbach Financial Advisors LLC | 21,584 | $1.13M | $1.68M | $542,036.62 | 47.84% |
Ana-Maria Ignat Covestor Ltd | 1,312 | $71,872.49 | $104,946.88 | $33,074.39 | 46.02% |
Kathryn Brown Morton Brown Family Wealth LLC | 181 | $9,451.63 | $14,047.41 | $4,595.78 | 48.62% |
Lonny Elfenbein West Michigan Advisors LLC | 5,004 | $270,088.09 | $388,360.44 | $118,272.35 | 43.79% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,414 | $199,975.76 | $187,350.54 | -$12,625.22 | -6.31% |
John Gorlow Cardiff Park Advisors LLC | 2,033 | $98,108.2 | $157,781.13 | $59,672.93 | 60.82% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 151,258 | $8.54M | $12.09M | $3.55M | 41.59% |
Jay Richards Investment Advisory Group LLC | 5,749 | $334,579.36 | $459,690.04 | $125,110.68 | 37.39% |
Kelly Kaczmarczyk Dravo Bay LLC | 67,096 | $3.69M | $5.21M | $1.52M | 41.17% |
Sean Reitenbach Prosperity Consulting Group LLC | 137,441 | $8.06M | $10.67M | $2.61M | 32.32% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,143 | $1.07M | $1.18M | $107,258.43 | 10.04% |
James Langer Redmont Wealth Advisors LLC | 17,008 | $990,816.64 | $1.32M | $329,174.24 | 33.22% |
Bill McVay Red Tortoise LLC | 39,874 | $2.24M | $3.09M | $856,362.39 | 38.26% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 141,488 | $8.71M | $10.98M | $2.27M | 26.1% |