| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 128 | $15,365 | $16,293.76 | $928.76 | 6.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,623 | $793,044.26 | $842,710.52 | $49,666.26 | 6.26% |
Marilou Davido WFA Asset Management Corp | 58,709 | $6.28M | $7.5M | $1.22M | 19.5% |
Jon Greer GSG Advisors LLC | 34,043 | $3.36M | $4.35M | $989,464.33 | 29.43% |
Daniel Dorval DORVAL Corp | 186,708 | $19.36M | $23.77M | $4.4M | 22.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,365 | $633,724.78 | $683,340.05 | $49,615.27 | 7.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,047 | $838,470.01 | $897,576.39 | $59,106.38 | 7.05% |
United Advisor Group LLC United Advisor Group, LLC | 5,674 | $673,605.93 | $721,392.36 | $47,786.43 | 7.09% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 13 | $1,322 | $1,655.42 | $333.42 | 25.22% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,601 | $461,710.31 | $585,431.24 | $123,720.93 | 26.8% |
Joshua Stipcich Tidemark, LLC | 656 | $65,829.61 | $83,505.52 | $17,675.91 | 26.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 980 | $117,080.39 | $124,695.2 | $7,614.81 | 6.5% |
Matthew Stead Sachetta, LLC | 411 | $41,269.47 | $52,320.3 | $11,050.83 | 26.78% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,849 | $297,806.56 | $362,278.84 | $64,472.28 | 21.65% |
Kyle Jones Pineridge Advisors LLC | 277 | $27,873.1 | $35,212.24 | $7,339.14 | 26.33% |
Michael Bailey MGB Wealth Management, LLC | 2,267 | $269,237 | $288,679.78 | $19,442.78 | 7.22% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 48,253 | $5.05M | $6.14M | $1.09M | 21.67% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13 | $1,554 | $1,654.12 | $100.12 | 6.44% |
Janice M. Powell Diversify Advisory Services, LLC | 9,980 | $1.23M | $1.27M | $40,241.4 | 3.27% |
Brady Green GGM Financials LLC | 60 | $7,247.38 | $7,642.2 | $394.82 | 5.45% |