| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Fanie Gouws Gouws Capital LLC | 6,164 | $398,564.24 | $498,975.8 | $100,411.56 | 25.19% |
Clint Dunn Beaird Harris Wealth Management LLC | 7,535 | $498,914.08 | $609,958.25 | $111,044.17 | 22.26% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 133,434 | $7.36M | $11.03M | $3.67M | 49.82% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 4,708 | $292,567.6 | $381,112.6 | $88,545 | 30.26% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 3,918 | $278,169.82 | $317,162.1 | $38,992.28 | 14.02% |
Lindsey Seagraves Carson Advisory Inc. | 4,312 | $289,472.44 | $356,731.76 | $67,259.32 | 23.24% |
David B. Short Investments & Financial Planning LLC | 234,793 | $13.54M | $19.62M | $6.08M | 44.93% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,772 | $342,133.56 | $467,243.4 | $125,109.84 | 36.57% |
Russell Kartub Insight Inv LLC | 776 | $49,520.76 | $62,817.2 | $13,296.44 | 26.85% |
Joshua Ryder Taff New Perspectives Inc. | 35,127 | $2.06M | $2.84M | $788,479.32 | 38.37% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 6,707 | $540,390 | $542,931.65 | $2,541.65 | 0.47% |
Tyler Glazier New Millennium Group LLC | 1,928 | $116,701.84 | $156,071.6 | $39,369.76 | 33.74% |
Caroline Jankowski Operose Advisors LLC | 119,495 | $8.44M | $9.99M | $1.55M | 18.31% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,565 | $240,456.89 | $294,789.85 | $54,332.96 | 22.6% |
Brian Ramsay Wealthspan Partners LLC | 74,155 | $4.85M | $6.09M | $1.24M | 25.58% |
Ana-Maria Ignat Covestor Ltd | 7,024 | $456,222.52 | $580,814.56 | $124,592.04 | 27.31% |
Kathryn Brown Morton Brown Family Wealth LLC | 51 | $3,108.37 | $4,128.45 | $1,020.08 | 32.82% |
Lonny Elfenbein West Michigan Advisors LLC | 1,134 | $72,855.82 | $91,797.3 | $18,941.48 | 26% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 109,191 | $8.1M | $8.84M | $742,680.5 | 9.17% |
John Gorlow Cardiff Park Advisors LLC | 1,106 | $76,984.12 | $93,412.76 | $16,428.64 | 21.34% |