| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 64,832 | $8.98M | $10.17M | $1.19M | 13.27% |
Alexandra Stickelman Root Financial Partners, LLC | 216 | $30,560.47 | $33,799.68 | $3,239.21 | 10.6% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,006 | $204,151 | $313,898.88 | $109,747.88 | 53.76% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 68 | $6,524.47 | $10,637.92 | $4,113.45 | 63.05% |
Thomas Healy PFW Advisors LLC | 22,968 | $2.01M | $3.59M | $1.58M | 78.19% |
Alisha Arvold Christopher J. Hasenberg, Inc | 2,052 | $234,388.46 | $322,266.6 | $87,878.14 | 37.49% |
Thomas Dobbins New Republic Capital, LLC | 2,948 | $283,785.33 | $461,185.12 | $177,399.79 | 62.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,507 | $969,155.37 | $1.16M | $194,429.63 | 20.06% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 242 | $25,316.37 | $38,006.1 | $12,689.73 | 50.12% |
Kevin Orr Centennial Bank/AR/ | 87,215 | $11.31M | $13.64M | $2.34M | 20.68% |
Jon Greer GSG Advisors LLC | 1,745 | $224,407 | $272,994.78 | $48,587.78 | 21.65% |
Erin Colleen Ross Birnam Oak Advisors, LP | 276,800 | $32.55M | $43.3M | $10.76M | 33.05% |
NICOLE MARTIN Arlington Trust Co LLC | 12,250 | $1.25M | $1.92M | $669,756.74 | 53.72% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,213 | $1.8M | $2.54M | $742,646.19 | 41.34% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 83,076 | $11.48M | $13.01M | $1.53M | 13.29% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 16,704 | $2.29M | $2.61M | $326,320.48 | 14.27% |
Daniel Dorval DORVAL Corp | 1,650 | $199,675.14 | $258,132.6 | $58,457.46 | 29.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,136 | $130,257.59 | $177,761.28 | $47,503.69 | 36.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,683 | $238,172.7 | $263,574.63 | $25,401.93 | 10.67% |
James Rankin Modern Wealth Management, LLC | 7,042 | $876,729.97 | $1.1M | $226,117.65 | 25.79% |