| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 12,781 | $598,875.67 | $1.08M | $478,818.25 | 79.95% |
Penny A. Phillips Journey Strategic Wealth LLC | 31,085 | $2.04M | $2.59M | $546,473.74 | 26.74% |
Tyler Glazier New Millennium Group LLC | 2,157 | $128,313.7 | $179,753.59 | $51,439.89 | 40.09% |
Caroline Jankowski Operose Advisors LLC | 1,389 | $114,786.96 | $115,668.97 | $882.01 | 0.77% |
Tracy A. Zullo Zullo Investment Group Inc. | 5,955 | $257,208.81 | $502,244.7 | $245,035.89 | 95.27% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 6,133 | $272,766.28 | $507,536.41 | $234,770.13 | 86.07% |
Brian Ramsay Wealthspan Partners LLC | 11,120 | $684,259.3 | $940,196 | $255,936.7 | 37.4% |
Billy DeFrance Lauterbach Financial Advisors LLC | 8,643 | $441,793.09 | $716,763.99 | $274,970.9 | 62.24% |
Ana-Maria Ignat Covestor Ltd | 727 | $51,064.48 | $60,159.25 | $9,094.77 | 17.81% |
Kathryn Brown Morton Brown Family Wealth LLC | 126 | $9,327.64 | $10,497.06 | $1,169.42 | 12.54% |
Lonny Elfenbein West Michigan Advisors LLC | 11,007 | $855,869.72 | $923,707.44 | $67,837.72 | 7.93% |
John Gorlow Cardiff Park Advisors LLC | 6,062 | $291,723.52 | $506,843.82 | $215,120.3 | 73.74% |
Stefan Demuth Ameliora Wealth Management Ltd. | 4,294 | $225,072.68 | $361,039.52 | $135,966.84 | 60.41% |
| CC Cheung Chan Chemistry Wealth Management LLC | 18,388 | $903,728.75 | $1.55M | $646,563.53 | 71.54% |
Jay Richards Investment Advisory Group LLC | 4,072 | $228,946.02 | $343,249.24 | $114,303.22 | 49.93% |
| JN John Nunn Paradigm Capital Management LLC/NV | 6,910 | $609,983.84 | $571,526.1 | -$38,457.74 | -6.3% |
Daniel Flack Intrinsic Value Partners LLC | 13,547 | $649,985.06 | $1.12M | $473,738.59 | 72.88% |
| CB Catherine Bluvol Next Level Private LLC | 4,057 | $314,910.28 | $341,903.67 | $26,993.39 | 8.57% |
Andrew Burkey Joseph Group Capital Management | 593 | $51,840.22 | $49,462.13 | -$2,378.09 | -4.59% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,315 | $972,669.02 | $1.2M | $224,064.98 | 23.04% |