| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 8,963 | $1.22M | $3.08M | $1.86M | 151.92% |
Penny A. Phillips Journey Strategic Wealth LLC | 37,493 | $8.34M | $12.7M | $4.36M | 52.32% |
Russell Kartub Insight Inv LLC | 13,625 | $3.36M | $4.56M | $1.2M | 35.8% |
| DD Donald Davey Disciplined Equity Management Inc. | 4,168 | $887,918.69 | $1.43M | $541,163.47 | 60.95% |
Joshua Ryder Taff New Perspectives Inc. | 1,704 | $368,084.24 | $584,250.48 | $216,166.24 | 58.73% |
G. Adam Parmer Enhancing Capital LLC | 23,000 | $3.64M | $7.69M | $4.05M | 111.06% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 677 | $221,602.4 | $227,153.81 | $5,551.41 | 2.51% |
Tyler Glazier New Millennium Group LLC | 6,934 | $2.02M | $2.35M | $332,807.24 | 16.51% |
Salvatore Pitti Pitti Group Wealth Management LLC | 2,240 | $332,187.18 | $748,944 | $416,756.82 | 125.46% |
Caroline Jankowski Operose Advisors LLC | 4,291 | $1.4M | $1.45M | $45,355.91 | 3.23% |
Tracy A. Zullo Zullo Investment Group Inc. | 19,973 | $2.41M | $6.85M | $4.45M | 184.72% |
Joshua Moeller Hill Island Financial LLC | 2,059 | $597,441.65 | $687,726.59 | $90,284.94 | 15.11% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 1,895 | $270,300.8 | $634,616.55 | $364,315.75 | 134.78% |
Brian Ramsay Wealthspan Partners LLC | 1,895 | $309,878.42 | $649,189.1 | $339,310.68 | 109.5% |
Billy DeFrance Lauterbach Financial Advisors LLC | 28,147 | $4.47M | $9.41M | $4.93M | 110.23% |
Ana-Maria Ignat Covestor Ltd | 743 | $146,698.54 | $249,298.79 | $102,600.25 | 69.94% |
Kathryn Brown Morton Brown Family Wealth LLC | 321 | $82,182.2 | $108,700.23 | $26,518.03 | 32.27% |
Lonny Elfenbein West Michigan Advisors LLC | 18,844 | $2.84M | $6.41M | $3.58M | 126.19% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 1,568 | $455,796.08 | $535,769.92 | $79,973.84 | 17.55% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 2,553 | $454,150.89 | $852,702 | $398,551.11 | 87.76% |