| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 330 | $27,249.85 | $96,696.6 | $69,446.75 | 254.85% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 1,759 | $239,518.1 | $515,422.16 | $275,904.06 | 115.19% |
Jennifer Carlson Gould Capital LLC | 5,250 | $408,255.08 | $1.63M | $1.23M | 300.38% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,711 | $263,888.74 | $794,377.19 | $530,488.45 | 201.03% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,872 | $845,674.09 | $2.6M | $1.75M | 207.41% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 26,147 | $1.89M | $7.66M | $5.77M | 305.67% |
Caroline Jankowski Operose Advisors LLC | 210 | $44,868.6 | $61,534.2 | $16,665.6 | 37.14% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,593 | $190,969.57 | $759,800.83 | $568,831.26 | 297.86% |
Joshua Moeller Hill Island Financial LLC | 954 | $203,831.64 | $279,541.07 | $75,709.43 | 37.14% |
Ana-Maria Ignat Covestor Ltd | 575 | $41,581.6 | $179,026.26 | $137,444.66 | 330.54% |
Kathryn Brown Morton Brown Family Wealth LLC | 20 | $4,273.2 | $5,860.4 | $1,587.2 | 37.14% |
Lonny Elfenbein West Michigan Advisors LLC | 5,058 | $677,337.72 | $1.48M | $804,757.38 | 118.81% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 1,900 | $147,419.28 | $556,737.98 | $409,318.7 | 277.66% |
Jay Richards Investment Advisory Group LLC | 1,226 | $285,451.85 | $376,896.93 | $91,445.08 | 32.04% |
Andrew Burkey Joseph Group Capital Management | 18,363 | $1.38M | $5.65M | $4.26M | 307.67% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,196 | $493,914 | $936,491.88 | $442,577.88 | 89.61% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,729 | $963,058.98 | $1.09M | $129,612.56 | 13.46% |
James Langer Redmont Wealth Advisors LLC | 170 | $16,547.8 | $49,813.4 | $33,265.6 | 201.03% |
Bill McVay Red Tortoise LLC | 90 | $7,344.9 | $26,371.8 | $19,026.9 | 259.05% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 3,426 | $249,700.37 | $1M | $754,186.11 | 302.04% |