| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Billy DeFrance Lauterbach Financial Advisors LLC | 633 | $302,339.79 | $489,517.89 | $187,178.1 | 61.91% |
Ana-Maria Ignat Covestor Ltd | 283 | $180,375.47 | $219,370.28 | $38,994.81 | 21.62% |
Kathryn Brown Morton Brown Family Wealth LLC | 545 | $298,898.8 | $419,312.1 | $120,413.3 | 40.29% |
Lonny Elfenbein West Michigan Advisors LLC | 1,189 | $582,145.82 | $916,314.74 | $334,168.92 | 57.4% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 47,688 | $26.34M | $36.96M | $10.62M | 40.31% |
John Gorlow Cardiff Park Advisors LLC | 10,689 | $5.08M | $8.23M | $3.15M | 61.9% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 2,948 | $1.13M | $2.28M | $1.15M | 101.28% |
Stefan Demuth Ameliora Wealth Management Ltd. | 32,682 | $19.72M | $25.24M | $5.52M | 27.98% |
Eric Lai Archvest Wealth Advisors Inc. | 20,719 | $13.67M | $16.06M | $2.38M | 17.43% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,378 | $677,123.05 | $1.07M | $388,546.36 | 57.38% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 673 | $506,350.36 | $522,093.21 | $15,742.85 | 3.11% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 3,152 | $1.46M | $2.44M | $985,042.31 | 67.47% |
Jay Richards Investment Advisory Group LLC | 26,592 | $14.16M | $20.55M | $6.39M | 45.14% |
| HKM Heather K. Mellem P/E Global LLC | 749,698 | $517.36M | $574.97M | $57.6M | 11.13% |
| CB Catherine Bluvol Next Level Private LLC | 2,955 | $1.74M | $2.29M | $549,442.62 | 31.55% |
Brian Kellett Kellett Wealth Advisors LLC | 913 | $628,953.22 | $707,721.05 | $78,767.83 | 12.52% |
Kelly Kaczmarczyk Dravo Bay LLC | 627 | $392,108.5 | $484,733.69 | $92,625.19 | 23.62% |
Sean Reitenbach Prosperity Consulting Group LLC | 432,475 | $270.05M | $332.13M | $62.09M | 22.99% |
Kathleen Thornhill Confluence Wealth Services Inc. | 12,418 | $7.01M | $9.52M | $2.51M | 35.88% |
Bill McVay Red Tortoise LLC | 18,891 | $8.43M | $14.5M | $6.07M | 71.96% |