| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly I. Swope Zimmermann Investment Management & Planning LLC | 2,919 | $285,828 | $384,461.52 | $98,633.52 | 34.51% |
Caroline Jankowski Operose Advisors LLC | 475 | $37,981 | $64,030 | $26,049 | 68.58% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 175,559 | $15.27M | $23.55M | $8.27M | 54.15% |
Courtney Lawson Autumn Glory Partners LLC | 37,234 | $4.28M | $4.9M | $625,531.57 | 14.62% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 21,362 | $1.93M | $2.81M | $884,362.05 | 45.84% |
| EM Erin Mccann Simplicity Wealth LLC | 24,422 | $2.62M | $3.27M | $652,924.22 | 24.94% |
Samuel Miller Kraft, Davis & Associates LLC | 89,476 | $8.81M | $11.78M | $2.98M | 33.78% |
Mark Vicencio Lowery Thomas LLC | 1,862 | $206,204.31 | $245,244.04 | $39,039.73 | 18.93% |
| DW Darren Woolson Asset Allocation Strategies LLC | 227,158 | $25.37M | $30.8M | $5.44M | 21.44% |
Mark Fiskio Empirical Asset Management LLC | 14,770 | $1.45M | $1.98M | $531,785.37 | 36.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,758 | $770,679.72 | $1.02M | $251,126.54 | 32.59% |
| LV Leah Vaden Redwood Financial Network Corp. | 11,029 | $1.08M | $1.48M | $396,109.8 | 36.56% |
Jeffrey Gilbert Balboa Wealth Partners | 1,670 | $213,359.2 | $224,013.8 | $10,654.6 | 4.99% |
Kevin Zemann WealthPlan Investment Management LLC | 7,604 | $873,775.64 | $1M | $127,747.28 | 14.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,859 | $359,274.01 | $639,978.94 | $280,704.93 | 78.13% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,659 | $409,500.18 | $481,926.93 | $72,426.75 | 17.69% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,706 | $217,959 | $231,350.66 | $13,391.66 | 6.14% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,639 | $309,420.66 | $347,582.72 | $38,162.06 | 12.33% |
Lukas Lindgren Abound Wealth Management | 380 | $38,112.67 | $50,049.8 | $11,937.13 | 31.32% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 31,123 | $3.57M | $4.1M | $530,365.06 | 14.86% |