| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kenneth A. Armstrong Elevate Capital Advisors LLC | 17,903 | $1.23M | $1.26M | $26,234.48 | 2.13% |
Tyler Glazier New Millennium Group LLC | 169 | $8,428.12 | $11,853.66 | $3,425.54 | 40.64% |
Caroline Jankowski Operose Advisors LLC | 662,889 | $35.51M | $46.32M | $10.82M | 30.46% |
Tracy A. Zullo Zullo Investment Group Inc. | 3,430 | $214,281.76 | $240,906.05 | $26,624.29 | 12.42% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 7,545 | $483,483.6 | $529,093.12 | $45,609.52 | 9.43% |
Brian Ramsay Wealthspan Partners LLC | 63,458 | $3.23M | $4.46M | $1.23M | 38.07% |
Billy DeFrance Lauterbach Financial Advisors LLC | 6,529 | $389,622.78 | $457,813.48 | $68,190.7 | 17.5% |
Ana-Maria Ignat Covestor Ltd | 50,745 | $2.6M | $3.56M | $958,559.76 | 36.8% |
Kathryn Brown Morton Brown Family Wealth LLC | 532,635 | $26.19M | $37.36M | $11.17M | 42.64% |
Lonny Elfenbein West Michigan Advisors LLC | 11,351 | $547,427.64 | $795,932.12 | $248,504.48 | 45.39% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 5,563 | $314,500.05 | $390,689.49 | $76,189.44 | 24.23% |
John Gorlow Cardiff Park Advisors LLC | 519,321 | $27.61M | $36.44M | $8.83M | 31.96% |
Eric Lai Archvest Wealth Advisors Inc. | 48,361 | $2.96M | $3.37M | $410,432.16 | 13.85% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 25,600 | $1.49M | $1.8M | $300,642.09 | 20.11% |
Jay Richards Investment Advisory Group LLC | 23,003 | $1.2M | $1.62M | $416,783.19 | 34.78% |
| HKM Heather K. Mellem P/E Global LLC | 228,184 | $14.62M | $15.92M | $1.29M | 8.85% |
| CB Catherine Bluvol Next Level Private LLC | 8,883 | $428,085.29 | $623,764.26 | $195,678.97 | 45.71% |
Kelly Kaczmarczyk Dravo Bay LLC | 391,609 | $19.32M | $27.34M | $8.03M | 41.55% |
Sean Reitenbach Prosperity Consulting Group LLC | 142,371 | $7.13M | $9.94M | $2.81M | 39.37% |
Kathleen Thornhill Confluence Wealth Services Inc. | 32,728 | $1.83M | $2.29M | $458,739.8 | 25.07% |