| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 32,655 | $3.54M | $4.48M | $939,888.96 | 26.52% |
| CC Cortney Cost Kraft Asset Management LLC | 6,092 | $673,287.84 | $827,902.8 | $154,614.96 | 22.96% |
Jeffrey Kearns Kearns & Associates LLC | 5,808 | $665,074.08 | $787,855.2 | $122,781.12 | 18.46% |
| MWM Magnolia Wealth Management LLC Magnolia Wealth Management LLC | 92,152 | $10.41M | $12.52M | $2.12M | 20.36% |
Ryan Gough Perfromance Wealth Partners LLC | 5,644 | $788,257.19 | $772,494.28 | -$15,762.91 | -2% |
Fanie Gouws Gouws Capital LLC | 4,065 | $426,463.85 | $554,222.1 | $127,758.25 | 29.96% |
Timothy Carne SFG Wealth Management LLC | 4,043 | $445,297.68 | $554,133.58 | $108,835.9 | 24.44% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,189 | $130,946.86 | $161,299.74 | $30,352.88 | 23.18% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 142,417 | $14.55M | $19.54M | $4.98M | 34.25% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 170,944 | $19.41M | $23.34M | $3.93M | 20.26% |
Lindsey Seagraves Carson Advisory Inc. | 5,212 | $596,311.22 | $715,659.72 | $119,348.5 | 20.01% |
Penny A. Phillips Journey Strategic Wealth LLC | 163,315 | $15.44M | $22.18M | $6.75M | 43.71% |
Russell Kartub Insight Inv LLC | 1,716 | $197,717.52 | $235,315.08 | $37,597.56 | 19.02% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 3,776 | $408,790.16 | $518,029.44 | $109,239.28 | 26.72% |
Tyler Glazier New Millennium Group LLC | 308 | $36,058.14 | $41,934.2 | $5,876.06 | 16.3% |
Caroline Jankowski Operose Advisors LLC | 88,580 | $8.76M | $12.02M | $3.27M | 37.29% |
Tracy A. Zullo Zullo Investment Group Inc. | 1,902 | $176,051.02 | $261,696.18 | $85,645.16 | 48.65% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,998 | $334,248.86 | $411,115.74 | $76,866.88 | 23% |
Ana-Maria Ignat Covestor Ltd | 309 | $34,262.2 | $42,391.71 | $8,129.51 | 23.73% |
Kathryn Brown Morton Brown Family Wealth LLC | 636 | $62,921.85 | $86,569.14 | $23,647.29 | 37.58% |