| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 2,814 | $398,024.05 | $563,250.24 | $165,226.19 | 41.51% |
Jennifer Carlson Gould Capital LLC | 50 | $5,833.5 | $10,048.5 | $4,215 | 72.26% |
Penny A. Phillips Journey Strategic Wealth LLC | 18,289 | $2.16M | $3.63M | $1.47M | 68.33% |
| DD Donald Davey Disciplined Equity Management Inc. | 9,850 | $954,481.2 | $1.98M | $1.03M | 107.4% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 21,575 | $546,494.75 | $4.34M | $3.79M | 693.41% |
Tyler Glazier New Millennium Group LLC | 54,002 | $9.34M | $10.85M | $1.51M | 16.2% |
Caroline Jankowski Operose Advisors LLC | 1,900 | $188,676.93 | $381,843 | $193,166.07 | 102.38% |
Tracy A. Zullo Zullo Investment Group Inc. | 7,986 | $298,211.94 | $1.6M | $1.31M | 438.19% |
Ana-Maria Ignat Covestor Ltd | 1,151 | $168,368.28 | $230,775.5 | $62,407.22 | 37.07% |
Kathryn Brown Morton Brown Family Wealth LLC | 250 | $41,570.5 | $50,242.5 | $8,672 | 20.86% |
Lonny Elfenbein West Michigan Advisors LLC | 4,662 | $828,670.5 | $936,922.14 | $108,251.64 | 13.06% |
John Gorlow Cardiff Park Advisors LLC | 10,825 | $444,167.63 | $2.18M | $1.73M | 389.79% |
Stefan Demuth Ameliora Wealth Management Ltd. | 110 | $19,552.5 | $22,106.7 | $2,554.2 | 13.06% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,337 | $124,136.4 | $670,636.89 | $546,500.49 | 440.24% |
Jay Richards Investment Advisory Group LLC | 4,278 | $417,339.24 | $859,749.66 | $442,410.42 | 106.01% |
Andrew Burkey Joseph Group Capital Management | 509 | $78,881.97 | $102,293.73 | $23,411.76 | 29.68% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,387 | $1.36M | $2.09M | $729,281.18 | 53.69% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,914 | $456,646.38 | $786,596.58 | $329,950.2 | 72.26% |
Samantha Pierangeli City State Bank | 1,720 | $169,988.52 | $341,299.6 | $171,311.08 | 100.78% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 10,767 | $408,234.13 | $2.16M | $1.75M | 428.09% |