| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 8,486 | $1.16M | $1.3M | $137,685.43 | 11.87% |
Jennifer Carlson Gould Capital LLC | 180 | $24,609.6 | $27,547.2 | $2,937.6 | 11.94% |
Loyd Stegent Stegent Equity Advisors Inc. | 3,850 | $448,751.38 | $598,444 | $149,692.62 | 33.36% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,644 | $410,861 | $566,423.36 | $155,562.36 | 37.86% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 6,019 | $521,923.8 | $935,593.36 | $413,669.56 | 79.26% |
Lindsey Seagraves Carson Advisory Inc. | 7,436 | $872,732.29 | $1.19M | $315,466.15 | 36.15% |
Penny A. Phillips Journey Strategic Wealth LLC | 44,618 | $5.13M | $6.94M | $1.81M | 35.26% |
G. Adam Parmer Enhancing Capital LLC | 11,200 | $685,328 | $1.79M | $1.1M | 161.14% |
Tyler Glazier New Millennium Group LLC | 1,342 | $149,472.74 | $208,600.48 | $59,127.74 | 39.56% |
Salvatore Pitti Pitti Group Wealth Management LLC | 14,854 | $1.27M | $2.37M | $1.1M | 86.52% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 4,090 | $374,117.5 | $625,933.57 | $251,816.07 | 67.31% |
Brian Ramsay Wealthspan Partners LLC | 5,436 | $417,682.95 | $824,260.68 | $406,577.73 | 97.34% |
Billy DeFrance Lauterbach Financial Advisors LLC | 17,114 | $1.13M | $2.66M | $1.53M | 135.51% |
Ana-Maria Ignat Covestor Ltd | 1,473 | $161,624.48 | $225,427.91 | $63,803.43 | 39.48% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,012 | $138,360.64 | $157,305.28 | $18,944.64 | 13.69% |
Lonny Elfenbein West Michigan Advisors LLC | 3,406 | $365,638.06 | $529,428.64 | $163,790.58 | 44.8% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 12,487 | $1.5M | $1.94M | $436,520.53 | 29.02% |
John Gorlow Cardiff Park Advisors LLC | 23,797 | $2.17M | $3.81M | $1.64M | 75.41% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 4,414 | $532,312.56 | $669,294.82 | $136,982.26 | 25.73% |
Stefan Demuth Ameliora Wealth Management Ltd. | 6,621 | $735,171.66 | $1.03M | $293,996.58 | 39.99% |