| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 4,764 | $316,239 | $405,892.8 | $89,653.8 | 28.35% |
Russell Kartub Insight Inv LLC | 1,338 | $71,556.24 | $113,997.6 | $42,441.36 | 59.31% |
Joshua Ryder Taff New Perspectives Inc. | 10,974 | $532,294.44 | $934,984.8 | $402,690.36 | 75.65% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 112,573 | $8.72M | $9.59M | $866,370.44 | 9.93% |
Tyler Glazier New Millennium Group LLC | 1,434 | $108,163.56 | $122,176.8 | $14,013.24 | 12.96% |
Caroline Jankowski Operose Advisors LLC | 19,838 | $1.12M | $1.76M | $644,481.88 | 57.62% |
Tracy A. Zullo Zullo Investment Group Inc. | 6,240 | $234,995.1 | $531,648 | $296,652.9 | 126.24% |
Joshua Moeller Hill Island Financial LLC | 87,137 | $4.1M | $7.77M | $3.67M | 89.7% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 10,783 | $532,925.56 | $964,000.2 | $431,074.64 | 80.89% |
Brian Ramsay Wealthspan Partners LLC | 454,623 | $23.79M | $40.31M | $16.52M | 69.42% |
Kathryn Brown Morton Brown Family Wealth LLC | 858 | $36,148.38 | $73,101.6 | $36,953.22 | 102.23% |
John Gorlow Cardiff Park Advisors LLC | 150,100 | $9.63M | $13.41M | $3.78M | 39.27% |
| CC Cheung Chan Chemistry Wealth Management LLC | 16,901 | $943,400.6 | $1.44M | $496,564.6 | 52.64% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,730 | $235,162.2 | $242,615.1 | $7,452.9 | 3.17% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 11,819 | $581,282.95 | $1.01M | $425,695.85 | 73.23% |
Jay Richards Investment Advisory Group LLC | 394,770 | $22.51M | $35M | $12.49M | 55.48% |
| CB Catherine Bluvol Next Level Private LLC | 24,987 | $1.25M | $2.13M | $882,060.48 | 70.74% |
D. Patrick Franklin First International Bank & Trust | 9,066 | $467,270.52 | $772,423.2 | $305,152.68 | 65.31% |
Kelly Kaczmarczyk Dravo Bay LLC | 126,719 | $6.33M | $11.3M | $4.97M | 78.55% |
Sean Reitenbach Prosperity Consulting Group LLC | 27,279 | $1.78M | $2.42M | $639,757.11 | 35.85% |