| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 786 | $379,845.57 | $607,849.17 | $228,003.6 | 60.03% |
Dave Reichert Echo45 Advisors LLC | 713 | $508,444.86 | $552,710.47 | $44,265.61 | 8.71% |
Jeffrey Kearns Kearns & Associates LLC | 604 | $288,373.86 | $462,416.38 | $174,042.52 | 60.35% |
Ryan Gough Perfromance Wealth Partners LLC | 3,114 | $1.81M | $2.41M | $594,726.71 | 32.85% |
Timothy Carne SFG Wealth Management LLC | 445 | $253,796.14 | $345,217.65 | $91,421.51 | 36.02% |
Clint Dunn Beaird Harris Wealth Management LLC | 19,799 | $8.48M | $15.18M | $6.7M | 78.98% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 100,647 | $48.47M | $78.05M | $29.57M | 61.01% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 758 | $360,696.34 | $587,594.02 | $226,897.68 | 62.91% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 41,256 | $20.38M | $31.89M | $11.51M | 56.48% |
Lindsey Seagraves Carson Advisory Inc. | 612 | $275,913.36 | $472,990.31 | $197,076.95 | 71.43% |
Penny A. Phillips Journey Strategic Wealth LLC | 533,947 | $235.41M | $409.35M | $173.94M | 73.89% |
Russell Kartub Insight Inv LLC | 234 | $139,742.84 | $181,483.38 | $41,740.54 | 29.87% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 786 | $529,197.44 | $609,275.74 | $80,078.3 | 15.13% |
Tyler Glazier New Millennium Group LLC | 542 | $313,399.8 | $417,003.96 | $103,604.16 | 33.06% |
Salvatore Pitti Pitti Group Wealth Management LLC | 2,348 | $1.17M | $1.81M | $648,687.69 | 55.63% |
Caroline Jankowski Operose Advisors LLC | 4,547 | $2.26M | $3.48M | $1.23M | 54.42% |
Tracy A. Zullo Zullo Investment Group Inc. | 3,000 | $1.14M | $2.32M | $1.18M | 103.17% |
Joshua Moeller Hill Island Financial LLC | 6,303 | $2.94M | $4.88M | $1.94M | 66.01% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,322 | $1.46M | $1.8M | $342,439.96 | 23.48% |
Brian Ramsay Wealthspan Partners LLC | 1,117 | $609,365.54 | $865,462.77 | $256,097.23 | 42.03% |