| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 19,700 | $779,529 | $807,109 | $27,580 | 3.54% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 172,548 | $3.9M | $7.07M | $3.17M | 81.29% |
Jennifer Carlson Gould Capital LLC | 98 | $2,254.98 | $4,031.72 | $1,776.74 | 78.79% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 8,430 | $288,617.85 | $345,630 | $57,012.15 | 19.75% |
| EM Erin Mccann Simplicity Wealth LLC | 19,656 | $759,000.85 | $803,340.72 | $44,339.87 | 5.84% |
Tu Tran Crosspoint Financial LLC | 7,230 | $333,953.98 | $297,044.55 | -$36,909.43 | -11.05% |
Nolan Baker Retirement Guys Formula LLC | 37,757 | $1.17M | $1.56M | $395,315.79 | 33.91% |
Nathan Blair Palo Alto Wealth Advisors LLC | 5,600 | $213,472 | $228,788 | $15,316 | 7.17% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 27,834 | $1.27M | $1.14M | -$132,652.51 | -10.42% |
Moises Valladares Insigneo Advisory Services LLC | 12,500 | $494,625 | $513,625 | $19,000 | 3.84% |
John Canning Mi LLCreek Capital Advisors LLC | 17,849 | $551,176.75 | $732,879.94 | $181,703.19 | 32.97% |
Jeffrey Steele Silverlake Wealth Management LLC | 20,554 | $715,144.25 | $842,611.23 | $127,466.98 | 17.82% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 19,770 | $643,834.25 | $817,489.5 | $173,655.25 | 26.97% |
Courtney Holt Compound Planning, Inc. | 10,584 | $480,732.11 | $433,573.56 | -$47,158.55 | -9.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 63,859 | $2.53M | $2.58M | $51,228.87 | 2.02% |
NICOLE MARTIN Arlington Trust Co LLC | 4,512 | $117,425 | $185,420.64 | $67,995.64 | 57.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 300 | $11,871 | $12,321 | $450 | 3.79% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,543 | $449,824.63 | $679,421.01 | $229,596.38 | 51.04% |
Robert Shea NEOS Investment Management LLC | 2.73M | $111.52M | $112.1M | $579,050.53 | 0.52% |
Rob Dainard Hara Capital LLC | 7,500 | $195,188 | $307,687.5 | $112,499.5 | 57.64% |