| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gough Perfromance Wealth Partners LLC | 5,254 | $1.07M | $1.55M | $480,395.57 | 44.74% |
Clint Dunn Beaird Harris Wealth Management LLC | 27 | $5,809.56 | $7,908.57 | $2,099.01 | 36.13% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 138,941 | $37.32M | $41.65M | $4.33M | 11.59% |
Jennifer Carlson Gould Capital LLC | 343 | $76,598.8 | $101,287.9 | $24,689.1 | 32.23% |
Penny A. Phillips Journey Strategic Wealth LLC | 72,728 | $12.2M | $21.27M | $9.07M | 74.33% |
| HGL Herbst Group LLC Herbst Group LLC | 2,059 | $528,534.93 | $614,189.4 | $85,654.47 | 16.21% |
Joshua Ryder Taff New Perspectives Inc. | 36,746 | $8.46M | $10.86M | $2.4M | 28.44% |
Tyler Glazier New Millennium Group LLC | 102 | $25,046.08 | $30,036.96 | $4,990.88 | 19.93% |
Salvatore Pitti Pitti Group Wealth Management LLC | 4,056 | $852,395.72 | $1.21M | $356,535.64 | 41.83% |
Joshua Moeller Hill Island Financial LLC | 94,409 | $21.53M | $28.19M | $6.66M | 30.92% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 217,587 | $35.76M | $65.28M | $29.52M | 82.55% |
Lonny Elfenbein West Michigan Advisors LLC | 3,194 | $608,631.79 | $942,230 | $333,598.21 | 54.81% |
John Gorlow Cardiff Park Advisors LLC | 838 | $176,357.1 | $246,869.77 | $70,512.67 | 39.98% |
Brian Kellett Kellett Wealth Advisors LLC | 7,980 | $2.19M | $2.4M | $206,383.64 | 9.43% |
Sean Reitenbach Prosperity Consulting Group LLC | 237,933 | $50.38M | $69.86M | $19.48M | 38.67% |
James Langer Redmont Wealth Advisors LLC | 68 | $16,804.16 | $20,067.29 | $3,263.13 | 19.42% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 939 | $284,488.83 | $279,878.34 | -$4,610.49 | -1.62% |
Samantha Pierangeli City State Bank | 5,980 | $1.06M | $1.75M | $692,202.43 | 65.56% |
Christopher Pelch Vance Wealth LLC | 33,509 | $5.38M | $9.95M | $4.57M | 84.91% |
| TA Thomas Anderton 626 Financial LLC | 37,500 | $10.28M | $11.19M | $916,937.65 | 8.92% |