| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 994 | $124,239.58 | $156,823.38 | $32,583.8 | 26.23% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 19,426 | $2.33M | $3.07M | $737,154.39 | 31.65% |
Lonny Elfenbein West Michigan Advisors LLC | 2,466 | $310,129.01 | $382,230 | $72,100.99 | 23.25% |
John Gorlow Cardiff Park Advisors LLC | 283 | $35,490.76 | $44,863.99 | $9,373.23 | 26.41% |
Jay Richards Investment Advisory Group LLC | 4,286 | $548,880.02 | $673,887.78 | $125,007.76 | 22.78% |
Sean Reitenbach Prosperity Consulting Group LLC | 96,333 | $12.6M | $15.2M | $2.6M | 20.62% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,274 | $498,237.29 | $507,470 | $9,232.71 | 1.85% |
Samantha Pierangeli City State Bank | 358 | $44,830.78 | $55,490 | $10,659.22 | 23.78% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,872 | $502,015.32 | $611,117.76 | $109,102.44 | 21.73% |
| MWM Marion Wealth Management Marion Wealth Management | 1,371 | $208,638.77 | $212,505 | $3,866.23 | 1.85% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,814 | $351,992.1 | $436,170 | $84,177.9 | 23.91% |
W. Travis McKinney HB Wealth Management LLC | 89,123 | $11.42M | $13.81M | $2.39M | 20.96% |
Ryan Fink Treasure Coast Financial Planning | 24,235 | $3.05M | $3.76M | $707,904.86 | 23.22% |
Daniel Forbes Forbes Financial Planning Inc. | 11,692 | $1.47M | $1.81M | $342,206.88 | 23.28% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 7,403 | $927,884.31 | $1.15M | $219,580.69 | 23.66% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,845 | $360,750.32 | $451,017.85 | $90,267.53 | 25.02% |
Allison Tronnes Forum Financial Management LP | 6,736 | $868,498.17 | $1.04M | $175,581.83 | 20.22% |
| DC Debora Caley Richwood Investment Advisors LLC | 8,048 | $1.09M | $1.25M | $155,487.36 | 14.24% |
Michael O'Connor Capasso Planning Partners LLC | 1,425 | $207,970.74 | $223,668 | $15,697.26 | 7.55% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,214 | $156,751.68 | $190,877.22 | $34,125.54 | 21.77% |