| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 10,242 | $1.61M | $2.55M | $940,470.73 | 58.57% |
Penny A. Phillips Journey Strategic Wealth LLC | 7M | $1.16B | $1.81B | $652.17M | 56.37% |
Russell Kartub Insight Inv LLC | 12,074 | $2.03M | $3.06M | $1.03M | 50.96% |
Joshua Ryder Taff New Perspectives Inc. | 893 | $218,284.92 | $222,008.73 | $3,723.81 | 1.71% |
Lisa Cooper Figure 8 Investment Strategies LLC | 800 | $203,176 | $205,084 | $1,908 | 0.94% |
G. Adam Parmer Enhancing Capital LLC | 15,600 | $2.67M | $3.95M | $1.28M | 48.03% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 10,464 | $1.81M | $2.66M | $844,100.89 | 46.56% |
Tyler Glazier New Millennium Group LLC | 784 | $154,508.11 | $199,065.44 | $44,557.33 | 28.84% |
Salvatore Pitti Pitti Group Wealth Management LLC | 20,892 | $3.58M | $5.3M | $1.73M | 48.31% |
Caroline Jankowski Operose Advisors LLC | 2,741 | $477,367.09 | $695,967.31 | $218,600.22 | 45.79% |
Tracy A. Zullo Zullo Investment Group Inc. | 13,095 | $2.29M | $3.32M | $1.03M | 45.15% |
Joshua Moeller Hill Island Financial LLC | 1,181 | $182,306.96 | $298,674.9 | $116,367.94 | 63.83% |
Brian Ramsay Wealthspan Partners LLC | 4,483 | $765,365.37 | $1.14M | $372,913.16 | 48.72% |
Billy DeFrance Lauterbach Financial Advisors LLC | 3,184 | $545,004.57 | $806,443.52 | $261,438.95 | 47.97% |
Ana-Maria Ignat Covestor Ltd | 902 | $146,806.61 | $228,458.56 | $81,651.95 | 55.62% |
Kathryn Brown Morton Brown Family Wealth LLC | 713 | $113,577.29 | $181,037.83 | $67,460.54 | 59.4% |
Lonny Elfenbein West Michigan Advisors LLC | 10,125 | $1.94M | $2.57M | $635,222.6 | 32.82% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,580 | $436,011.5 | $655,087.8 | $219,076.3 | 50.25% |
John Gorlow Cardiff Park Advisors LLC | 10,612 | $1.84M | $2.69M | $857,121.02 | 46.65% |
Stefan Demuth Ameliora Wealth Management Ltd. | 700 | $129,794 | $174,027 | $44,233 | 34.08% |