| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 67,219 | $3.33M | $3.5M | $166,993.38 | 5.02% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 5,830 | $228,594.48 | $304,967.3 | $76,372.82 | 33.41% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 23,982 | $1.19M | $1.25M | $59,580.28 | 5.01% |
Alisha Arvold Christopher J. Hasenberg, Inc | 245 | $11,535 | $12,791.45 | $1,256.45 | 10.89% |
John Hayes LongView Wealth Management | 6,435 | $313,950.37 | $335,907 | $21,956.63 | 6.99% |
Norden Group LLC NORDEN GROUP LLC | 126,369 | $6.65M | $6.62M | -$32,608.48 | -0.49% |
Denise Reinert CGC Financial Services, LLC | 325 | $12,917.25 | $16,991 | $4,073.75 | 31.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 86,125 | $4.3M | $4.51M | $216,219.54 | 5.03% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 25,034 | $1.25M | $1.3M | $49,256.03 | 3.93% |
Ryan Payne Payne Capital Management, LLC | 74,455 | $3.61M | $3.87M | $258,446.74 | 7.15% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 32,047 | $1.56M | $1.68M | $118,818.36 | 7.63% |
NICOLE MARTIN Arlington Trust Co LLC | 910 | $43,881.83 | $47,738.6 | $3,856.77 | 8.79% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,131 | $621,152.18 | $630,569.38 | $9,417.2 | 1.52% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,949 | $380,511 | $468,122.19 | $87,611.19 | 23.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,676 | $81,102.68 | $88,207.88 | $7,105.2 | 8.76% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,659 | $289,607.1 | $297,833.17 | $8,226.07 | 2.84% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 4,989 | $262,620.69 | $260,126.46 | -$2,494.23 | -0.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 70,943 | $3.58M | $3.73M | $151,381.74 | 4.23% |
Amir Har-El Savvy Advisors, Inc. | 8,954 | $450,973.62 | $465,294.61 | $14,320.99 | 3.18% |
Ann Keitner Quantum Portfolio Management LLC | 21,109 | $992,052.53 | $1.1M | $111,314.9 | 11.22% |