| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,441 | $249,898.22 | $326,458.55 | $76,560.33 | 30.64% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,689 | $1.02M | $1.06M | $39,636.16 | 3.88% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 2,537 | $565,459 | $574,757.35 | $9,298.35 | 1.64% |
G. Adam Parmer Enhancing Capital LLC | 13,100 | $2.19M | $2.97M | $782,070 | 35.77% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 2,104 | $351,688.15 | $476,661.2 | $124,973.05 | 35.54% |
Caroline Jankowski Operose Advisors LLC | 1,377 | $244,626.53 | $311,642.64 | $67,016.11 | 27.4% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,070 | $317,750.72 | $468,958.5 | $151,207.78 | 47.59% |
Ana-Maria Ignat Covestor Ltd | 376 | $66,252.23 | $85,607.68 | $19,355.45 | 29.21% |
Lonny Elfenbein West Michigan Advisors LLC | 1,249 | $226,508.27 | $282,960.95 | $56,452.68 | 24.92% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,077 | $236,627.67 | $243,994.35 | $7,366.68 | 3.11% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 15,627 | $2.69M | $3.54M | $848,601.04 | 31.53% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,580 | $265,513.86 | $353,951.6 | $88,437.74 | 33.31% |
Jay Richards Investment Advisory Group LLC | 1,655 | $277,486.75 | $379,011.55 | $101,524.8 | 36.59% |
Brian Kellett Kellett Wealth Advisors LLC | 1,502 | $341,277.02 | $340,278.1 | -$998.92 | -0.29% |
Andrew Burkey Joseph Group Capital Management | 148 | $33,415.41 | $33,893.48 | $478.07 | 1.43% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,091 | $2.92M | $3.19M | $273,971.08 | 9.4% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,828 | $2.1M | $2.45M | $354,326.62 | 16.88% |
Cole Bruner Buska Wealth Management LLC | 2,279 | $486,825.92 | $516,307.45 | $29,481.53 | 6.06% |
Samantha Pierangeli City State Bank | 1,774 | $288,873.23 | $401,899.7 | $113,026.47 | 39.13% |
Roger Steed KRS Capital Management LLC | 1,402 | $238,747.04 | $317,623.1 | $78,876.06 | 33.04% |