| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 1,436 | $210,244.76 | $197,263.32 | -$12,981.44 | -6.17% |
Lonny Elfenbein West Michigan Advisors LLC | 1,853 | $169,507.52 | $249,728.81 | $80,221.29 | 47.33% |
Stefan Demuth Ameliora Wealth Management Ltd. | 200 | $25,350 | $27,010.02 | $1,660.02 | 6.55% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,045 | $407,049.16 | $553,503.24 | $146,454.08 | 35.98% |
D. Patrick Franklin First International Bank & Trust | 1,514 | $126,570.4 | $205,722.32 | $79,151.92 | 62.54% |
Sean Reitenbach Prosperity Consulting Group LLC | 93,825 | $11.52M | $12.58M | $1.07M | 9.26% |
Bill McVay Red Tortoise LLC | 5,290 | $591,634.2 | $709,256.75 | $117,622.55 | 19.88% |
Samantha Pierangeli City State Bank | 277 | $37,932.38 | $37,115.92 | -$816.46 | -2.15% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 19,492 | $2.31M | $2.65M | $341,129.61 | 14.75% |
Christopher Pelch Vance Wealth LLC | 47,896 | $4.47M | $6.52M | $2.05M | 45.81% |
| JCC Jason Cyril Crawshaw William Allan Corp | 4,183 | $572,851.3 | $565,729.83 | -$7,121.47 | -1.24% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,264 | $347,985.78 | $581,481.68 | $233,495.9 | 67.1% |
Michael Hackman HFG Advisors Inc. | 2,025 | $233,320.5 | $278,498.25 | $45,177.75 | 19.36% |
W. Travis McKinney HB Wealth Management LLC | 10,595 | $1.24M | $1.46M | $215,636.98 | 17.38% |
Mark Perrault Intergy Private Wealth LLC | 132,539 | $18.28M | $18.02M | -$257,152.2 | -1.41% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,356 | $491,351.96 | $457,271.78 | -$34,080.18 | -6.94% |
Allison Tronnes Forum Financial Management LP | 1,834 | $248,372.72 | $246,883.91 | -$1,488.81 | -0.6% |
Paul Elam Oak Harbor Wealth Partners LLC | 12,910 | $1.47M | $1.75M | $271,170.75 | 18.39% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,619 | $224,348.55 | $217,512.65 | -$6,835.9 | -3.05% |
Christopher Clancy Global Wealth Strategies & Associates | 5,130 | $429,402.28 | $692,447.4 | $263,045.12 | 61.26% |