| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 586 | $263,535.92 | $210,977.58 | -$52,558.34 | -19.94% |
David B. Short Investments & Financial Planning LLC | 5,634 | $1.71M | $1.98M | $268,704.01 | 15.67% |
Penny A. Phillips Journey Strategic Wealth LLC | 25,875 | $7.7M | $9.1M | $1.4M | 18.21% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 3,667 | $1.48M | $1.32M | -$153,628.61 | -10.41% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 939 | $422,287.08 | $343,871.19 | -$78,415.89 | -18.57% |
Tyler Glazier New Millennium Group LLC | 563 | $194,658.32 | $199,223.18 | $4,564.86 | 2.35% |
Salvatore Pitti Pitti Group Wealth Management LLC | 1,180 | $195,236.84 | $424,835.4 | $229,598.56 | 117.6% |
Caroline Jankowski Operose Advisors LLC | 825 | $244,193.78 | $290,098.87 | $45,905.09 | 18.8% |
Tracy A. Zullo Zullo Investment Group Inc. | 10,122 | $2.3M | $3.69M | $1.39M | 60.34% |
Joshua Moeller Hill Island Financial LLC | 890 | $381,927.85 | $321,574.8 | -$60,353.05 | -15.8% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,890 | $1.4M | $1.41M | $12,152.53 | 0.87% |
Brian Ramsay Wealthspan Partners LLC | 1,304 | $241,124.66 | $480,810.88 | $239,686.22 | 99.4% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,101 | $250,470 | $396,640.75 | $146,170.75 | 58.36% |
Ana-Maria Ignat Covestor Ltd | 512 | $99,855.43 | $185,569.28 | $85,713.85 | 85.84% |
Kathryn Brown Morton Brown Family Wealth LLC | 157 | $40,372.13 | $55,599.19 | $15,227.06 | 37.72% |
Lonny Elfenbein West Michigan Advisors LLC | 2,958 | $849,172.07 | $1.06M | $206,094.43 | 24.27% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 14,293 | $4.61M | $5.24M | $630,367.53 | 13.67% |
John Gorlow Cardiff Park Advisors LLC | 6,936 | $1.75M | $2.47M | $721,422.83 | 41.19% |
Stefan Demuth Ameliora Wealth Management Ltd. | 605 | $224,684.12 | $217,316 | -$7,368.12 | -3.28% |
Eric Lai Archvest Wealth Advisors Inc. | 709 | $298,205.41 | $256,381.49 | -$41,823.92 | -14.03% |