| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 4,463 | $282,357.02 | $364,203.11 | $81,846.09 | 28.99% |
Jennifer Carlson Gould Capital LLC | 44,259 | $2.65M | $3.61M | $966,686.23 | 36.55% |
Loyd Stegent Stegent Equity Advisors Inc. | 5,252 | $341,872.49 | $428,589.46 | $86,716.97 | 25.37% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 3,015 | $210,778.65 | $246,039.07 | $35,260.42 | 16.73% |
Lindsey Seagraves Carson Advisory Inc. | 20,919 | $1.25M | $1.71M | $461,608.97 | 37.06% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 28,383 | $2.03M | $2.32M | $289,727.98 | 14.3% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 33,004 | $2.15M | $2.69M | $540,761.62 | 25.12% |
| GAP G. Adam Parmer Enhancing Capital LLC | 12,230 | $724,138.3 | $998,029.15 | $273,890.85 | 37.82% |
| TG Tyler Glazier New Millennium Group LLC | 38 | $2,385.08 | $3,100.99 | $715.91 | 30.02% |
Caroline Jankowski Operose Advisors LLC | 1,983 | $121,721.57 | $161,822.71 | $40,101.14 | 32.94% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 9,118 | $572,733.79 | $744,074.39 | $171,340.6 | 29.92% |
Billy DeFrance Lauterbach Financial Advisors LLC | 2,682 | $203,966.11 | $218,864.61 | $14,898.5 | 7.3% |
Ana-Maria Ignat Covestor Ltd | 2,295 | $157,308.99 | $188,465.4 | $31,156.41 | 19.81% |
Kathryn Brown Morton Brown Family Wealth LLC | 85 | $6,036.4 | $6,936.42 | $900.02 | 14.91% |
Lonny Elfenbein West Michigan Advisors LLC | 14,637 | $941,147.66 | $1.19M | $253,304.72 | 26.91% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 6,586 | $475,788.53 | $537,450.53 | $61,662 | 12.96% |
John Gorlow Cardiff Park Advisors LLC | 7,890 | $466,960.24 | $644,375.51 | $177,415.27 | 37.99% |
| CC Cheung Chan Chemistry Wealth Management LLC | 11,965 | $742,243.06 | $977,180.35 | $234,937.29 | 31.65% |
Jay Richards Investment Advisory Group LLC | 3,062 | $232,865.11 | $250,073.23 | $17,208.12 | 7.39% |
| CB Catherine Bluvol Next Level Private LLC | 6,205 | $387,007.37 | $506,761.73 | $119,754.36 | 30.94% |