| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 14,822 | $578,794.72 | $829,365.01 | $250,570.29 | 43.29% |
David Mailloux WealthCare Investment Partners LLC | 3,738 | $199,796.1 | $209,458.83 | $9,662.73 | 4.84% |
Jonathan Yarger Yarger Wealth Strategies LLC | 4,153 | $217,495.97 | $232,858.71 | $15,362.74 | 7.06% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,063 | $184,135.16 | $226,349.73 | $42,214.57 | 22.93% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 61,133 | $3.07M | $3.43M | $355,171.91 | 11.57% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,551 | $241,957.89 | $308,802.13 | $66,844.24 | 27.63% |
| HGL Herbst Group LLC Herbst Group LLC | 53,312 | $2.87M | $2.97M | $101,171.98 | 3.53% |
Tyler Glazier New Millennium Group LLC | 1,310 | $63,312.3 | $73,373.1 | $10,060.8 | 15.89% |
Caroline Jankowski Operose Advisors LLC | 100 | $5,345 | $5,577 | $232 | 4.34% |
Tracy A. Zullo Zullo Investment Group Inc. | 104,731 | $3.38M | $5.87M | $2.49M | 73.71% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 11,346 | $575,468.54 | $635,149.08 | $59,680.54 | 10.37% |
Ana-Maria Ignat Covestor Ltd | 970 | $45,422.69 | $54,373.35 | $8,950.66 | 19.71% |
Kathryn Brown Morton Brown Family Wealth LLC | 154 | $7,670.74 | $8,625.54 | $954.8 | 12.45% |
John Gorlow Cardiff Park Advisors LLC | 1,962 | $96,892.5 | $109,862.19 | $12,969.69 | 13.39% |
Stefan Demuth Ameliora Wealth Management Ltd. | 10,000 | $483,300 | $560,850 | $77,550 | 16.05% |
Jay Richards Investment Advisory Group LLC | 16,135 | $598,130.52 | $904,608.77 | $306,478.25 | 51.24% |
| CB Catherine Bluvol Next Level Private LLC | 49,672 | $1.54M | $2.78M | $1.24M | 80.65% |
D. Patrick Franklin First International Bank & Trust | 5,649 | $212,402.4 | $314,253.87 | $101,851.47 | 47.95% |
Sean Reitenbach Prosperity Consulting Group LLC | 207,081 | $9.56M | $11.54M | $1.99M | 20.82% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,220 | $225,559 | $235,539.3 | $9,980.3 | 4.42% |