| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 37,139 | $1.63M | $2.15M | $526,952.41 | 32.37% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 4,849 | $289,442 | $284,466.58 | -$4,975.42 | -1.72% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 5,627 | $234,342.25 | $329,404.58 | $95,062.33 | 40.57% |
Salvatore Pitti Pitti Group Wealth Management LLC | 9,747 | $481,810.41 | $571,466.61 | $89,656.2 | 18.61% |
Caroline Jankowski Operose Advisors LLC | 1,787 | $91,626.1 | $103,628.13 | $12,002.03 | 13.1% |
Joshua Moeller Hill Island Financial LLC | 8,327 | $342,239.7 | $488,919.8 | $146,680.1 | 42.86% |
Brian Ramsay Wealthspan Partners LLC | 13,522 | $628,276.68 | $791,037 | $162,760.32 | 25.91% |
Ana-Maria Ignat Covestor Ltd | 42,056 | $1.97M | $2.47M | $502,113.76 | 25.48% |
Kathryn Brown Morton Brown Family Wealth LLC | 26,659 | $1.09M | $1.55M | $463,517.04 | 42.67% |
Lonny Elfenbein West Michigan Advisors LLC | 13,000 | $702,650 | $756,405 | $53,755 | 7.65% |
John Gorlow Cardiff Park Advisors LLC | 203,206 | $10M | $11.82M | $1.82M | 18.24% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 245,071 | $9.85M | $14.38M | $4.53M | 46.05% |
Stefan Demuth Ameliora Wealth Management Ltd. | 7,600 | $349,380 | $443,004 | $93,624 | 26.8% |
Eric Lai Archvest Wealth Advisors Inc. | 4,353 | $234,017.28 | $255,477.57 | $21,460.29 | 9.17% |
| CC Cheung Chan Chemistry Wealth Management LLC | 24,356 | $1.13M | $1.41M | $280,686.89 | 24.78% |
Jay Richards Investment Advisory Group LLC | 18,367 | $789,381.37 | $1.07M | $281,047.39 | 35.6% |
Kelly Kaczmarczyk Dravo Bay LLC | 139,344 | $6.28M | $8.18M | $1.89M | 30.17% |
Sean Reitenbach Prosperity Consulting Group LLC | 9,706 | $498,849.08 | $563,724.48 | $64,875.4 | 13.01% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,342 | $345,682.25 | $425,836 | $80,153.75 | 23.19% |
James Langer Redmont Wealth Advisors LLC | 15 | $678.9 | $873.07 | $194.17 | 28.6% |