| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 11,396 | $676,735.8 | $847,406.56 | $170,670.76 | 25.22% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 17 | $1,172 | $1,264.12 | $92.12 | 7.86% |
Jill Batley Gateway Wealth Partners LLC | 44,455 | $3.06M | $3.31M | $249,620.87 | 8.15% |
Alexandra Stickelman Root Financial Partners, LLC | 140 | $9,285 | $10,402.7 | $1,117.7 | 12.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,584 | $398,958.84 | $481,224.53 | $82,265.69 | 20.62% |
Erin Colleen Ross Birnam Oak Advisors, LP | 55,000 | $3.02M | $4.08M | $1.06M | 35.23% |
Jesse Steele Etesian Wealth Advisors, Inc. | 3,594 | $213,052.58 | $266,962.32 | $53,909.74 | 25.3% |
NICOLE MARTIN Arlington Trust Co LLC | 5,736 | $418,134.53 | $426,070.08 | $7,935.55 | 1.9% |
Syon Capital LLC SYON CAPITAL LLC | 40,838 | $2.49M | $3.04M | $542,336.89 | 21.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 200 | $12,356 | $14,857 | $2,501 | 20.24% |
Menachem Striks Morton Capital Management LLC/CA | 7,676 | $509,073 | $570,173.28 | $61,100.28 | 12% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,525 | $344,991.85 | $410,424.62 | $65,432.77 | 18.97% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,595 | $247,731 | $267,054.57 | $19,323.57 | 7.8% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,001 | $197,795.91 | $222,929.28 | $25,133.37 | 12.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 228 | $15,172.74 | $16,931.28 | $1,758.54 | 11.59% |
Chandler te Velde Maia Wealth LLC | 4,781 | $329,459 | $355,371.73 | $25,912.73 | 7.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 52,305 | $3.19M | $3.88M | $692,046.65 | 21.68% |
Jonathan Chatfield LM Advisors LLC | 360 | $20,362.91 | $26,719.2 | $6,356.29 | 31.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,985 | $793,285.65 | $889,766.4 | $96,480.75 | 12.16% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 3,023 | $208,315 | $224,487.98 | $16,172.98 | 7.76% |