| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 297 | $10,173.02 | $19,738.62 | $9,565.6 | 94.03% |
| MV Moises Valladares Insigneo Advisory Services LLC | 12,928 | $424,710.03 | $861,780.48 | $437,070.45 | 102.91% |
Ashley Buboltz Moran Wealth Management LLC | 45,767 | $1.97M | $3.05M | $1.07M | 54.43% |
Kevin Kroskey True Wealth Design LLC | 368 | $11,574 | $25,307.36 | $13,733.36 | 118.66% |
Brett Pohl Invera Wealth Advisors, LLC | 70,702 | $3.29M | $4.7M | $1.41M | 42.81% |
Nemes Rush Group LLC Nemes Rush Group LLC | 533 | $25,384.85 | $35,231.3 | $9,846.45 | 38.79% |
Bradley Harsch Strategic Advocates LLC | 654 | $31,830.19 | $43,235.94 | $11,405.75 | 35.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,911 | $362,034.93 | $648,476.73 | $286,441.8 | 79.12% |
Dina Fliss Global View Capital Management LLC | 13,438 | $624,314.38 | $888,386.18 | $264,071.8 | 42.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,361 | $109,948.75 | $156,132.93 | $46,184.18 | 42.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,394 | $615,175.91 | $1.02M | $404,368.71 | 65.73% |
David Vollmer PFS Partners, LLC | 698 | $23,695.37 | $46,228.54 | $22,533.17 | 95.1% |
Brad Sayre Shared Vision Wealth Group LLC | 8,104 | $387,857 | $535,228.68 | $147,371.68 | 38% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 201,423 | $9.43M | $13.3M | $3.88M | 41.13% |
Joshua Stipcich Tidemark, LLC | 1,871 | $88,791.12 | $123,878.91 | $35,087.79 | 39.52% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,381 | $257,517 | $223,856.01 | -$33,660.99 | -13.07% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 3,472 | $264,428 | $229,881.12 | -$34,546.88 | -13.06% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 9,428 | $438,685 | $624,227.88 | $185,542.88 | 42.3% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,454 | $67,655 | $95,680.47 | $28,025.47 | 41.42% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,667 | $263,686 | $374,787.04 | $111,101.04 | 42.13% |