| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 657 | $243,116.29 | $250,829.46 | $7,713.17 | 3.17% |
Billy DeFrance Lauterbach Financial Advisors LLC | 2,161 | $560,464.11 | $795,701.79 | $235,237.68 | 41.97% |
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 | $1.53M | $337,420.59 | 28.18% |
John Gorlow Cardiff Park Advisors LLC | 443,581 | $104.85M | $170.27M | $65.41M | 62.39% |
Eric Lai Archvest Wealth Advisors Inc. | 4,701 | $1.37M | $1.73M | $358,250.24 | 26.1% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,023 | $2.2M | $2.59M | $388,245.52 | 17.67% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,819 | $819,515.37 | $1.08M | $257,709.1 | 31.45% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 14,751 | $3.37M | $5.43M | $2.07M | 61.34% |
Jay Richards Investment Advisory Group LLC | 15,714 | $4.01M | $5.97M | $1.96M | 48.83% |
| JN John Nunn Paradigm Capital Management LLC/NV | 1,557 | $473,250.35 | $597,654.47 | $124,404.12 | 26.29% |
Daniel Flack Intrinsic Value Partners LLC | 2,147 | $424,368.38 | $790,546.85 | $366,178.47 | 86.29% |
| CB Catherine Bluvol Next Level Private LLC | 4,795 | $924,279.75 | $1.77M | $841,287.15 | 91.02% |
Brian Kellett Kellett Wealth Advisors LLC | 1,339 | $379,151.24 | $493,033.18 | $113,881.94 | 30.04% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,435 | $3.21M | $3.98M | $770,131.68 | 23.96% |
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 | $604,969.01 | $157,601.78 | 35.23% |