| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 15,309 | $2.47M | $2.6M | $127,226.52 | 5.15% |
Tracy A. Zullo Zullo Investment Group Inc. | 4,360 | $366,510.25 | $713,339.6 | $346,829.35 | 94.63% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,791 | $410,484.54 | $642,877.78 | $232,393.24 | 56.61% |
Brian Ramsay Wealthspan Partners LLC | 1,323 | $217,329.21 | $222,779.97 | $5,450.76 | 2.51% |
Billy DeFrance Lauterbach Financial Advisors LLC | 20,194 | $2.27M | $3.3M | $1.03M | 45.4% |
John Gorlow Cardiff Park Advisors LLC | 16,763 | $1.46M | $2.86M | $1.39M | 95.27% |
Jay Richards Investment Advisory Group LLC | 49,620 | $5.58M | $8.36M | $2.77M | 49.72% |
| CB Catherine Bluvol Next Level Private LLC | 4,423 | $556,255.62 | $723,647.03 | $167,391.41 | 30.09% |
Sean Reitenbach Prosperity Consulting Group LLC | 21,220 | $3.11M | $3.6M | $487,669.84 | 15.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,814 | $529,680.75 | $624,008.54 | $94,327.79 | 17.81% |
Bill McVay Red Tortoise LLC | 118 | $17,545.42 | $19,305.98 | $1,760.56 | 10.03% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,336 | $219,464.72 | $218,582.96 | -$881.76 | -0.4% |
Samantha Pierangeli City State Bank | 112 | $14,730.43 | $18,324.32 | $3,593.89 | 24.4% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,783 | $205,579.9 | $302,361.14 | $96,781.24 | 47.08% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 3,045 | $341,875.9 | $516,371.1 | $174,495.2 | 51.04% |
W. Travis McKinney HB Wealth Management LLC | 1M | $102.33M | $163.99M | $61.66M | 60.26% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 91,607 | $10.2M | $14.99M | $4.79M | 47% |
Taylor Fairman Eagle Rock Investment Company LLC | 2,474 | $367,859.06 | $404,771.14 | $36,912.08 | 10.03% |
Nathan Geraci ETF Store Inc. | 1,677 | $211,149.13 | $274,373.97 | $63,224.84 | 29.94% |
Russell Mohberg Regatta Capital Group LLC | 401,634 | $46.38M | $68.11M | $21.72M | 46.84% |