| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Radon Stancil POM Investment Strategies LLC | 270 | $11,538.23 | $11,379.15 | -$159.08 | -1.38% |
Taylor Jobe MKT Advisors LLC | 4,442 | $143,973.5 | $187,385.77 | $43,412.27 | 30.15% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 41,945 | $1.31M | $1.77M | $456,393.85 | 34.82% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 280 | $10,598 | $11,809 | $1,211 | 11.43% |
| RM Robert Macaulay Jmac Enterprises LLC | 138,506 | $5.7M | $5.77M | $65,304.32 | 1.14% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 532 | $15,678.04 | $22,410.5 | $6,732.46 | 42.94% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 23,511 | $827,398.49 | $980,996.47 | $153,597.98 | 18.56% |
Jason Whitby Stone Summit Wealth LLC | 23,330 | $809,714.66 | $983,242.85 | $173,528.19 | 21.43% |
Kimberly Foster Laraway Financial Advisors Inc. | 41,111 | $1.47M | $1.73M | $257,484.34 | 17.47% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 14,994 | $500,103.5 | $625,324.77 | $125,221.27 | 25.04% |
Ryan Gough Perfromance Wealth Partners LLC | 37,763 | $1.34M | $1.59M | $255,816.29 | 19.13% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 6,550 | $215,036.5 | $272,676.5 | $57,640 | 26.8% |
Lindsey Seagraves Carson Advisory Inc. | 6,678 | $263,900.76 | $281,243.97 | $17,343.21 | 6.57% |
Penny A. Phillips Journey Strategic Wealth LLC | 44,580 | $1.75M | $1.88M | $132,199.32 | 7.57% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 24,256 | $983,758.84 | $1.01M | $26,503.56 | 2.69% |
Tyler Glazier New Millennium Group LLC | 599 | $24,457.17 | $25,238.86 | $781.69 | 3.2% |
Caroline Jankowski Operose Advisors LLC | 2,771 | $104,954.95 | $116,548.26 | $11,593.31 | 11.05% |
Tracy A. Zullo Zullo Investment Group Inc. | 59,660 | $2.1M | $2.52M | $410,954.84 | 19.53% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 25,713 | $911,364.18 | $1.07M | $159,325.14 | 17.48% |
Ana-Maria Ignat Covestor Ltd | 2,069 | $86,891.03 | $86,173.85 | -$717.18 | -0.83% |