| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gough Perfromance Wealth Partners LLC | 69,835 | $45.8M | $38.41M | -$7.4M | -16.15% |
Jennifer Carlson Gould Capital LLC | 15 | $3,910.5 | $8,245.65 | $4,335.15 | 110.86% |
Salvatore Pitti Pitti Group Wealth Management LLC | 350 | $229,561.5 | $193,310.25 | -$36,251.25 | -15.79% |
Tracy A. Zullo Zullo Investment Group Inc. | 773 | $216,001.56 | $425,389.63 | $209,388.07 | 96.94% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,871 | $1.47M | $2.17M | $694,608.76 | 47.23% |
Brian Ramsay Wealthspan Partners LLC | 419 | $274,817.91 | $231,392.75 | -$43,425.16 | -15.8% |
John Gorlow Cardiff Park Advisors LLC | 1,781 | $739,491.58 | $977,323.75 | $237,832.17 | 32.16% |
Eric Lai Archvest Wealth Advisors Inc. | 1,098 | $395,422.74 | $609,598.62 | $214,175.88 | 54.16% |
Kelly Kaczmarczyk Dravo Bay LLC | 307 | $201,358.23 | $169,777.14 | -$31,581.09 | -15.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,146 | $751,649.95 | $626,071.26 | -$125,578.69 | -16.71% |
Cole Bruner Buska Wealth Management LLC | 438 | $287,314.78 | $241,644.6 | -$45,670.18 | -15.9% |
Samantha Pierangeli City State Bank | 25 | $5,624.75 | $13,571.5 | $7,946.75 | 141.28% |
Suzanne Hammer 5th Street Advisors LLC | 7,294 | $1.66M | $4.02M | $2.36M | 141.89% |
W. Travis McKinney HB Wealth Management LLC | 7,145 | $1.66M | $3.99M | $2.33M | 140.61% |
Joel A. Schreiber SFI Advisors LLC | 5,928 | $1.66M | $3.26M | $1.6M | 96.5% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,811 | $709,638.85 | $1.56M | $845,743.67 | 119.18% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,336 | $876,269.05 | $739,315.68 | -$136,953.37 | -15.63% |
Allison Tronnes Forum Financial Management LP | 401 | $244,209 | $216,455.79 | -$27,753.21 | -11.36% |
Paul Elam Oak Harbor Wealth Partners LLC | 343 | $111,941.48 | $188,543.67 | $76,602.19 | 68.43% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,261 | $454,132.32 | $689,968.76 | $235,836.44 | 51.93% |