| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Carne SFG Wealth Management LLC | 8,938 | $505,546.36 | $672,763.26 | $167,216.9 | 33.08% |
Clint Dunn Beaird Harris Wealth Management LLC | 987 | $58,331.82 | $74,291.49 | $15,959.67 | 27.36% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 83,429 | $5.15M | $6.49M | $1.34M | 25.91% |
Jennifer Carlson Gould Capital LLC | 16 | $936.32 | $1,244.64 | $308.32 | 32.93% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 3,120 | $203,611.2 | $234,842.4 | $31,231.2 | 15.34% |
Lindsey Seagraves Carson Advisory Inc. | 9,552 | $572,447.4 | $740,662.08 | $168,214.68 | 29.39% |
David B. Short Investments & Financial Planning LLC | 408,629 | $23.08M | $31.9M | $8.82M | 38.19% |
Penny A. Phillips Journey Strategic Wealth LLC | 383,153 | $18.66M | $28.84M | $10.18M | 54.52% |
Russell Kartub Insight Inv LLC | 8,415 | $523,673.55 | $633,397.05 | $109,723.5 | 20.95% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 11,736 | $653,489.13 | $883,368.72 | $229,879.59 | 35.18% |
Tyler Glazier New Millennium Group LLC | 533 | $33,874.98 | $40,118.91 | $6,243.93 | 18.43% |
Salvatore Pitti Pitti Group Wealth Management LLC | 48,078 | $2.99M | $3.75M | $763,906.03 | 25.56% |
Caroline Jankowski Operose Advisors LLC | 40,318 | $2.42M | $3.15M | $731,447.89 | 30.28% |
Tracy A. Zullo Zullo Investment Group Inc. | 8,681 | $395,888.66 | $653,418.87 | $257,530.21 | 65.05% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 4,488 | $234,649.31 | $349,121.52 | $114,472.21 | 48.78% |
Brian Ramsay Wealthspan Partners LLC | 17,010 | $942,006.85 | $1.31M | $363,510.65 | 38.59% |
Ana-Maria Ignat Covestor Ltd | 466 | $29,262.91 | $36,250.14 | $6,987.23 | 23.88% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,244 | $62,802.77 | $93,635.88 | $30,833.11 | 49.1% |
Lonny Elfenbein West Michigan Advisors LLC | 4,713 | $290,203.86 | $354,747.51 | $64,543.65 | 22.24% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 12,129 | $752,240.58 | $912,949.83 | $160,709.25 | 21.36% |