| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,126 | $436,186.98 | $626,855.48 | $190,668.5 | 43.71% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 547 | $369,846.57 | $304,520.38 | -$65,326.19 | -17.66% |
Lindsey Seagraves Carson Advisory Inc. | 1,960 | $834,134.93 | $1.17M | $340,140.27 | 40.78% |
Penny A. Phillips Journey Strategic Wealth LLC | 26,821 | $14.4M | $14.93M | $528,646.05 | 3.67% |
| HGL Herbst Group LLC Herbst Group LLC | 7,477 | $3.18M | $4.16M | $986,961.49 | 31.08% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 4,073 | $2.63M | $2.27M | -$358,179.06 | -13.64% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 2,939 | $1.31M | $1.64M | $321,967.81 | 24.5% |
Tyler Glazier New Millennium Group LLC | 15,889 | $10.33M | $8.85M | -$1.49M | -14.38% |
Salvatore Pitti Pitti Group Wealth Management LLC | 5,483 | $908,902.59 | $3.17M | $2.26M | 249.19% |
Caroline Jankowski Operose Advisors LLC | 3,670 | $1.89M | $2.18M | $291,928.4 | 15.43% |
Tracy A. Zullo Zullo Investment Group Inc. | 12,467 | $2.37M | $6.94M | $4.58M | 193.43% |
Ana-Maria Ignat Covestor Ltd | 1,444 | $722,973.94 | $854,992.37 | $132,018.43 | 18.26% |
Kathryn Brown Morton Brown Family Wealth LLC | 76 | $44,112.21 | $42,309.96 | -$1,802.25 | -4.09% |
Lonny Elfenbein West Michigan Advisors LLC | 4,628 | $2.12M | $2.58M | $459,099.73 | 21.68% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 13,348 | $7.69M | $7.43M | -$260,125.05 | -3.38% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 531 | $375,464.77 | $295,613.02 | -$79,851.75 | -21.27% |
John Gorlow Cardiff Park Advisors LLC | 180,186 | $68.95M | $106.28M | $37.33M | 54.15% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,983 | $1.3M | $1.1M | -$195,119.76 | -15.02% |
Eric Lai Archvest Wealth Advisors Inc. | 1,848 | $1.19M | $1.03M | -$157,456.59 | -13.27% |
| CC Cheung Chan Chemistry Wealth Management LLC | 21,034 | $5.18M | $11.71M | $6.53M | 126.1% |