| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 586 | $263,535.92 | $182,369.05 | -$81,166.87 | -30.8% |
David B. Short Investments & Financial Planning LLC | 5,634 | $1.71M | $1.85M | $130,727.41 | 7.62% |
Penny A. Phillips Journey Strategic Wealth LLC | 25,875 | $7.7M | $8.05M | $350,224.1 | 4.55% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 3,667 | $1.48M | $1.14M | -$334,228.4 | -22.65% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 939 | $422,287.08 | $292,226.18 | -$130,060.9 | -30.8% |
Tyler Glazier New Millennium Group LLC | 563 | $194,658.32 | $175,211.22 | -$19,447.1 | -9.99% |
Salvatore Pitti Pitti Group Wealth Management LLC | 1,180 | $195,236.84 | $386,461.81 | $191,224.97 | 97.95% |
Caroline Jankowski Operose Advisors LLC | 825 | $244,193.78 | $270,195.76 | $26,001.98 | 10.65% |
Tracy A. Zullo Zullo Investment Group Inc. | 10,122 | $2.3M | $3.15M | $849,182.7 | 36.91% |
Joshua Moeller Hill Island Financial LLC | 890 | $381,927.85 | $296,200.9 | -$85,726.95 | -22.45% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,890 | $1.4M | $1.28M | -$123,258.41 | -8.8% |
Brian Ramsay Wealthspan Partners LLC | 1,304 | $241,124.66 | $416,667.12 | $175,542.46 | 72.8% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,101 | $250,470 | $342,642.2 | $92,172.2 | 36.8% |
Ana-Maria Ignat Covestor Ltd | 512 | $99,855.43 | $168,232.95 | $68,377.52 | 68.48% |
Kathryn Brown Morton Brown Family Wealth LLC | 157 | $40,372.13 | $48,859.97 | $8,487.84 | 21.02% |
Lonny Elfenbein West Michigan Advisors LLC | 2,958 | $849,172.07 | $920,559.15 | $71,387.08 | 8.41% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 14,293 | $4.61M | $4.45M | -$164,609.27 | -3.57% |
John Gorlow Cardiff Park Advisors LLC | 6,936 | $1.75M | $2.37M | $622,723.48 | 35.56% |
Stefan Demuth Ameliora Wealth Management Ltd. | 605 | $224,684.12 | $188,282.04 | -$36,402.08 | -16.2% |
Eric Lai Archvest Wealth Advisors Inc. | 709 | $298,205.41 | $220,647.88 | -$77,557.53 | -26.01% |