| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 6,550 | $215,036.5 | $290,492.5 | $75,456 | 35.09% |
Lindsey Seagraves Carson Advisory Inc. | 6,678 | $263,900.76 | $288,022.14 | $24,121.38 | 9.14% |
Penny A. Phillips Journey Strategic Wealth LLC | 44,580 | $1.75M | $1.98M | $230,944.02 | 13.23% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 24,256 | $983,758.84 | $1.08M | $91,994.76 | 9.35% |
Tyler Glazier New Millennium Group LLC | 599 | $24,457.17 | $26,565.65 | $2,108.48 | 8.62% |
Caroline Jankowski Operose Advisors LLC | 2,771 | $104,954.95 | $121,480.64 | $16,525.69 | 15.75% |
Tracy A. Zullo Zullo Investment Group Inc. | 59,660 | $2.1M | $2.65M | $541,610.24 | 25.74% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 25,713 | $911,364.18 | $1.12M | $209,979.75 | 23.04% |
Ana-Maria Ignat Covestor Ltd | 2,069 | $86,891.03 | $90,229.09 | $3,338.06 | 3.84% |
John Gorlow Cardiff Park Advisors LLC | 6,120 | $208,508.4 | $271,177.2 | $62,668.8 | 30.06% |
| CC Cheung Chan Chemistry Wealth Management LLC | 12,789 | $449,219.51 | $567,192.15 | $117,972.64 | 26.26% |
Sean Reitenbach Prosperity Consulting Group LLC | 102,920 | $4.17M | $4.51M | $342,680.98 | 8.22% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 32,676 | $1.4M | $1.41M | $9,213.02 | 0.66% |
Samantha Pierangeli City State Bank | 2,060 | $75,361 | $91,361 | $16,000 | 21.23% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 151,817 | $6.07M | $6.62M | $552,499.8 | 9.1% |
Morgan Christen Spinnaker Investment Group LLC | 44,280 | $1.87M | $1.96M | $96,508.44 | 5.17% |
W. Travis McKinney HB Wealth Management LLC | 29,645 | $1.19M | $1.31M | $129,690.82 | 10.94% |
| MC mike Chen Byrne Asset Management LLC | 1,224 | $45,353.74 | $53,439.84 | $8,086.1 | 17.83% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 20,788 | $737,753.6 | $921,116.28 | $183,362.68 | 24.85% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $40.39 | $44.35 | $3.96 | 9.8% |