| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 22,367 | $1.14M | $1.68M | $533,452.97 | 46.73% |
John Hayes LongView Wealth Management | 14,876 | $935,624.17 | $1.11M | $175,464.27 | 18.75% |
Andrew Parsons Corrigan Financial, Inc. | 55,179 | $2.19M | $4.09M | $1.9M | 86.74% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 7,000 | $318,500 | $522,550 | $204,050 | 64.07% |
Peter Sigismondi Ramirez Asset Management, Inc. | 43,618 | $3.07M | $3.24M | $173,330.49 | 5.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 202,005 | $14.98M | $15.02M | $33,297.23 | 0.22% |
Anthony Moeller MN Wealth Advisors, LLC | 12,751 | $893,005.73 | $955,177.41 | $62,171.68 | 6.96% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 78,243 | $5.92M | $5.83M | -$89,197.36 | -1.51% |
Kevin Orr Centennial Bank/AR/ | 209 | $9,920.54 | $15,544.37 | $5,623.83 | 56.69% |
Jae Cho Marex Group plc | 84,232 | $6.41M | $6.26M | -$149,091.12 | -2.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 126,808 | $7.49M | $9.46M | $1.98M | 26.41% |
MICHAEL DE LUZ Williams & Novak, LLC | 6,965 | $355,493.33 | $521,225.77 | $165,732.44 | 46.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 16,435 | $909,995.63 | $1.23M | $316,712.77 | 34.8% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 22,434 | $1.19M | $1.68M | $489,775.68 | 41.15% |
Brian Glenn Premier Path Wealth Partners, LLC | 462,777 | $29.27M | $34.42M | $5.15M | 17.58% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 6,412 | $439,029.85 | $480,034.38 | $41,004.53 | 9.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 67,953 | $4.59M | $5.07M | $479,690.77 | 10.45% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 17,223 | $896,482.48 | $1.29M | $389,042.24 | 43.4% |
Charles Corkery PUREfi Wealth, LLC | 3,270 | $224,111 | $244,448.85 | $20,337.85 | 9.07% |
James Rankin Modern Wealth Management, LLC | 3,094 | $235,485 | $230,410.18 | -$5,074.82 | -2.16% |