| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 23,934 | $3.76M | $3.8M | $42,656.5 | 1.14% |
Katherine Stoner Empower Advisory Group, LLC | 1,314 | $206,259 | $208,597.5 | $2,338.5 | 1.13% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,006 | $204,151 | $322,344.14 | $118,193.14 | 57.89% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 68 | $6,524.47 | $10,827.64 | $4,303.17 | 65.95% |
Thomas Healy PFW Advisors LLC | 21,223 | $1.89M | $3.37M | $1.48M | 78.66% |
Alisha Arvold Christopher J. Hasenberg, Inc | 3,539 | $425,616.5 | $568,681.91 | $143,065.41 | 33.61% |
Thomas Dobbins New Republic Capital, LLC | 2,951 | $284,256.17 | $468,471.25 | $184,215.08 | 64.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,185 | $837,138.13 | $981,868.75 | $144,730.62 | 17.29% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 243 | $25,473.34 | $38,692.89 | $13,219.55 | 51.9% |
Kevin Orr Centennial Bank/AR/ | 89,315 | $11.64M | $14.18M | $2.54M | 21.86% |
Jon Greer GSG Advisors LLC | 1,745 | $224,407 | $277,018.75 | $52,611.75 | 23.44% |
Erin Colleen Ross Birnam Oak Advisors, LP | 385,076 | $49.54M | $61.2M | $11.66M | 23.54% |
NICOLE MARTIN Arlington Trust Co LLC | 12,250 | $1.25M | $1.95M | $700,332.74 | 56.18% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,042 | $1.93M | $2.71M | $787,849.05 | 40.89% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 83,076 | $11.48M | $13.19M | $1.7M | 14.84% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 16,704 | $2.29M | $2.65M | $364,839.9 | 15.95% |
Daniel Dorval DORVAL Corp | 1,655 | $200,459.98 | $262,648.5 | $62,188.52 | 31.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,136 | $130,257.59 | $180,885.28 | $50,627.69 | 38.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,715 | $243,194.44 | $273,079.45 | $29,885.01 | 12.29% |
James Rankin Modern Wealth Management, LLC | 7,520 | $951,765.86 | $1.2M | $244,290.14 | 25.67% |