| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DL David Lutz LifeGuide Financial Advisors LLC | 38,388 | $1.67M | $2.23M | $561,049 | 33.64% |
Dave Reichert Echo45 Advisors LLC | 179,178 | $8.32M | $10.38M | $2.06M | 24.82% |
Jeffrey Kearns Kearns & Associates LLC | 115,386 | $5.64M | $6.68M | $1.05M | 18.59% |
Clint Dunn Beaird Harris Wealth Management LLC | 9,310 | $420,506.34 | $539,328.3 | $118,821.96 | 28.26% |
Jennifer Carlson Gould Capital LLC | 131,348 | $5.62M | $7.61M | $1.99M | 35.38% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 17,475 | $725,425.95 | $1.01M | $286,900.8 | 39.55% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 37,139 | $1.63M | $2.15M | $523,424.21 | 32.15% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 5,502 | $226,881 | $318,730.86 | $91,849.86 | 40.48% |
| SP Salvatore Pitti Pitti Group Wealth Management LLC | 7,500 | $347,686.98 | $434,475 | $86,788.02 | 24.96% |
Caroline Jankowski Operose Advisors LLC | 1,834 | $93,695.98 | $106,243.62 | $12,547.64 | 13.39% |
Joshua Moeller Hill Island Financial LLC | 8,383 | $344,541.3 | $485,627.19 | $141,085.89 | 40.95% |
Brian Ramsay Wealthspan Partners LLC | 13,440 | $623,382.1 | $778,579.2 | $155,197.1 | 24.9% |
Ana-Maria Ignat Covestor Ltd | 41,207 | $1.92M | $2.38M | $464,761.38 | 24.21% |
Kathryn Brown Morton Brown Family Wealth LLC | 26,659 | $1.09M | $1.54M | $458,051.95 | 42.17% |
Lonny Elfenbein West Michigan Advisors LLC | 13,000 | $702,650 | $753,090 | $50,440 | 7.18% |
John Gorlow Cardiff Park Advisors LLC | 203,967 | $10.04M | $11.82M | $1.78M | 17.76% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 250,935 | $10.08M | $14.54M | $4.46M | 44.28% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 7,600 | $349,380 | $440,268 | $90,888 | 26.01% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 7,784 | $418,467.84 | $450,927.12 | $32,459.28 | 7.76% |
| CC Cheung Chan Chemistry Wealth Management LLC | 23,839 | $1.1M | $1.38M | $279,203.14 | 25.34% |