| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Pitti Pitti Group Wealth Management LLC | 2,271 | $207,135.38 | $252,535.2 | $45,399.82 | 21.92% |
Caroline Jankowski Operose Advisors LLC | 2,388 | $233,498.64 | $265,545.6 | $32,046.96 | 13.72% |
Tracy A. Zullo Zullo Investment Group Inc. | 25,227 | $1.08M | $2.81M | $1.73M | 159.9% |
Joshua Moeller Hill Island Financial LLC | 2,978 | $292,725.84 | $331,153.6 | $38,427.76 | 13.13% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,230 | $249,250.02 | $249,425.5 | $175.48 | 0.07% |
Brian Ramsay Wealthspan Partners LLC | 17,347 | $847,129.86 | $1.94M | $1.1M | 129.29% |
Billy DeFrance Lauterbach Financial Advisors LLC | 5,650 | $281,299.83 | $628,280 | $346,980.17 | 123.35% |
Ana-Maria Ignat Covestor Ltd | 1,602 | $96,539.19 | $179,183.7 | $82,644.51 | 85.61% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,074 | $84,687.29 | $119,428.8 | $34,741.51 | 41.02% |
Lonny Elfenbein West Michigan Advisors LLC | 36,564 | $2.13M | $4.07M | $1.93M | 90.78% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 3,514 | $337,165.73 | $390,756.8 | $53,591.07 | 15.89% |
John Gorlow Cardiff Park Advisors LLC | 10,322 | $506,157.79 | $1.15M | $641,648.61 | 126.77% |
Stefan Demuth Ameliora Wealth Management Ltd. | 30,997 | $1.75M | $3.45M | $1.69M | 96.45% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,535 | $324,476.82 | $393,092 | $68,615.18 | 21.15% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 36,701 | $1.93M | $4.08M | $2.15M | 110.98% |
Jay Richards Investment Advisory Group LLC | 6,371 | $489,690.92 | $713,360.87 | $223,669.95 | 45.68% |
Daniel Flack Intrinsic Value Partners LLC | 2,691 | $217,752.63 | $299,239.2 | $81,486.57 | 37.42% |
| CB Catherine Bluvol Next Level Private LLC | 4,996 | $470,941.05 | $555,555.2 | $84,614.15 | 17.97% |
D. Patrick Franklin First International Bank & Trust | 18,262 | $1.2M | $2.03M | $831,776.55 | 69.37% |
Brian Kellett Kellett Wealth Advisors LLC | 5,589 | $356,151.52 | $621,496.8 | $265,345.28 | 74.5% |