| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Billy DeFrance Lauterbach Financial Advisors LLC | 644 | $347,909.63 | $455,771.68 | $107,862.05 | 31% |
Ana-Maria Ignat Covestor Ltd | 3,087 | $2.11M | $2.19M | $78,720.26 | 3.73% |
Kathryn Brown Morton Brown Family Wealth LLC | 754 | $508,393.18 | $530,853.7 | $22,460.52 | 4.42% |
Lonny Elfenbein West Michigan Advisors LLC | 10,591 | $4.71M | $7.47M | $2.76M | 58.48% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 878 | $530,970.19 | $622,818.08 | $91,847.89 | 17.3% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,920 | $1.05M | $1.36M | $308,562.52 | 29.44% |
Eric Lai Archvest Wealth Advisors Inc. | 501 | $318,131.01 | $355,344.27 | $37,213.26 | 11.7% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,979 | $1.43M | $2.09M | $659,722.68 | 46.12% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 5,476 | $3.27M | $3.89M | $617,172.42 | 18.86% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,119 | $1.02M | $1.5M | $485,384.45 | 47.64% |
Jay Richards Investment Advisory Group LLC | 6,403 | $3.05M | $4.53M | $1.47M | 48.34% |
| JN John Nunn Paradigm Capital Management LLC/NV | 307 | $210,850.67 | $217,349.86 | $6,499.19 | 3.08% |
| HKM Heather K. Mellem P/E Global LLC | 921,199 | $572.56M | $646.4M | $73.84M | 12.9% |
| CB Catherine Bluvol Next Level Private LLC | 1,001 | $497,967.04 | $710,544.83 | $212,577.79 | 42.69% |
Brian Kellett Kellett Wealth Advisors LLC | 724 | $405,113.53 | $513,627.31 | $108,513.78 | 26.79% |
Andrew Burkey Joseph Group Capital Management | 793 | $458,265.77 | $558,406.81 | $100,141.04 | 21.85% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,388 | $3.12M | $3.79M | $664,989.29 | 21.3% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,121 | $2.74M | $3.59M | $856,191.59 | 31.28% |
James Langer Redmont Wealth Advisors LLC | 52 | $27,176.2 | $36,680.8 | $9,504.6 | 34.97% |
Bill McVay Red Tortoise LLC | 424 | $259,634.29 | $297,821.84 | $38,187.55 | 14.71% |