| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Dobbins New Republic Capital, LLC | 673 | $47,134.17 | $52,231.53 | $5,097.36 | 10.81% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 22,367 | $1.14M | $1.68M | $541,505.09 | 47.43% |
John Hayes LongView Wealth Management | 14,876 | $935,624.17 | $1.12M | $183,794.83 | 19.64% |
Andrew Parsons Corrigan Financial, Inc. | 55,179 | $2.19M | $4.15M | $1.96M | 89.35% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 7,000 | $318,500 | $526,750 | $208,250 | 65.38% |
Peter Sigismondi Ramirez Asset Management, Inc. | 43,618 | $3.07M | $3.39M | $322,285.96 | 10.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 68,340 | $4.87M | $5.14M | $268,592.52 | 5.51% |
Anthony Moeller MN Wealth Advisors, LLC | 12,751 | $893,005.73 | $959,512.75 | $66,507.02 | 7.45% |
Kevin Orr Centennial Bank/AR/ | 209 | $9,920.54 | $16,178.69 | $6,258.15 | 63.08% |
Jae Cho Marex Group plc | 84,232 | $6.41M | $6.56M | $148,247.84 | 2.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 126,808 | $7.49M | $9.54M | $2.05M | 27.44% |
MICHAEL DE LUZ Williams & Novak, LLC | 9,565 | $488,197.23 | $719,766.25 | $231,569.02 | 47.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 16,435 | $909,995.63 | $1.24M | $326,738.12 | 35.91% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 22,434 | $1.19M | $1.69M | $497,964.09 | 41.84% |
Brian Glenn Premier Path Wealth Partners, LLC | 439,844 | $27.53M | $33.1M | $5.57M | 20.24% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 6,412 | $439,029.85 | $482,503 | $43,473.15 | 9.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 65,477 | $4.4M | $4.93M | $523,272.71 | 11.88% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 17,076 | $885,294.31 | $1.28M | $399,674.69 | 45.15% |
Charles Corkery PUREfi Wealth, LLC | 3,270 | $224,111 | $246,067.5 | $21,956.5 | 9.8% |
James Rankin Modern Wealth Management, LLC | 3,094 | $235,485 | $240,929.78 | $5,444.78 | 2.31% |