| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 657 | $243,116.29 | $248,043.78 | $4,927.49 | 2.03% |
Billy DeFrance Lauterbach Financial Advisors LLC | 2,161 | $560,464.11 | $815,971.99 | $255,507.88 | 45.59% |
Ana-Maria Ignat Covestor Ltd | 10,182 | $2.68M | $3.89M | $1.2M | 44.89% |
Kathryn Brown Morton Brown Family Wealth LLC | 5,090 | $1.18M | $1.87M | $697,845.98 | 59.32% |
Lonny Elfenbein West Michigan Advisors LLC | 4,168 | $1.2M | $1.58M | $378,683.83 | 31.63% |
John Gorlow Cardiff Park Advisors LLC | 443,581 | $104.85M | $168.56M | $63.7M | 60.75% |
Eric Lai Archvest Wealth Advisors Inc. | 4,701 | $1.37M | $1.8M | $425,051.5 | 30.96% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,023 | $2.2M | $2.65M | $457,211.45 | 20.8% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,819 | $819,515.37 | $1.07M | $251,676.16 | 30.71% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 14,751 | $3.37M | $5.66M | $2.3M | 68.19% |
Jay Richards Investment Advisory Group LLC | 15,714 | $4.01M | $5.93M | $1.93M | 48.03% |
| JN John Nunn Paradigm Capital Management LLC/NV | 1,557 | $473,250.35 | $596,883.73 | $123,633.38 | 26.12% |
Daniel Flack Intrinsic Value Partners LLC | 2,147 | $424,368.38 | $823,535.55 | $399,167.17 | 94.06% |
| CB Catherine Bluvol Next Level Private LLC | 4,795 | $924,279.75 | $1.82M | $897,388.7 | 97.09% |
Brian Kellett Kellett Wealth Advisors LLC | 1,339 | $379,151.24 | $513,606.94 | $134,455.7 | 35.46% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,435 | $3.21M | $3.95M | $731,313.48 | 22.75% |
Kathleen Thornhill Confluence Wealth Services Inc. | 36,627 | $10.17M | $13.49M | $3.31M | 32.57% |
James Langer Redmont Wealth Advisors LLC | 41 | $11,268.44 | $15,096.61 | $3,828.17 | 33.97% |
Bill McVay Red Tortoise LLC | 1,199 | $268,767.74 | $441,483.78 | $172,716.04 | 64.26% |
Cole Bruner Buska Wealth Management LLC | 1,643 | $447,367.23 | $620,380.37 | $173,013.14 | 38.67% |