| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 1,494 | $99,422.35 | $119,168.91 | $19,746.56 | 19.86% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 2,546 | $236,462.26 | $200,892.13 | -$35,570.13 | -15.04% |
Jennifer Carlson Gould Capital LLC | 827 | $66,666.2 | $66,027.68 | -$638.52 | -0.96% |
Lindsey Seagraves Carson Advisory Inc. | 12,351 | $989,908.94 | $986,783.14 | -$3,125.8 | -0.32% |
Penny A. Phillips Journey Strategic Wealth LLC | 23,416 | $1.85M | $1.87M | $11,512.98 | 0.62% |
G. Adam Parmer Enhancing Capital LLC | 51,600 | $4.82M | $4.08M | -$741,750 | -15.4% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 36,597 | $2.3M | $2.89M | $584,806.28 | 25.37% |
Tyler Glazier New Millennium Group LLC | 372 | $26,342.44 | $29,694.9 | $3,352.46 | 12.73% |
Salvatore Pitti Pitti Group Wealth Management LLC | 5,478 | $390,605.85 | $432,707.22 | $42,101.37 | 10.78% |
Caroline Jankowski Operose Advisors LLC | 563 | $49,344.76 | $44,851.39 | -$4,493.37 | -9.11% |
Tracy A. Zullo Zullo Investment Group Inc. | 9,262 | $717,680.12 | $741,978.82 | $24,298.7 | 3.39% |
Brian Ramsay Wealthspan Partners LLC | 6,362 | $407,374.66 | $506,796.92 | $99,422.26 | 24.41% |
Ana-Maria Ignat Covestor Ltd | 822 | $62,806.27 | $64,905.12 | $2,098.85 | 3.34% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,056 | $81,322.29 | $84,326.88 | $3,004.59 | 3.69% |
Lonny Elfenbein West Michigan Advisors LLC | 29,708 | $2.13M | $2.38M | $249,856.43 | 11.76% |
John Gorlow Cardiff Park Advisors LLC | 5,781 | $533,094.73 | $461,728.47 | -$71,366.26 | -13.39% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 3,234 | $259,633.01 | $255,437.49 | -$4,195.52 | -1.62% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,080 | $81,529.2 | $86,173.2 | $4,644 | 5.7% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,696 | $321,202.42 | $374,740.8 | $53,538.38 | 16.67% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 38,428 | $2.83M | $3.03M | $205,823.5 | 7.29% |