| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 22,750 | $328,285.12 | $572,276.25 | $243,991.13 | 74.32% |
Courtney Holt Compound Planning, Inc. | 112,396 | $1.51M | $2.89M | $1.38M | 91.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 233 | $5,431 | $6,000.91 | $569.91 | 10.49% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 578 | $7,873 | $14,874.83 | $7,001.83 | 88.93% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 12,572 | $127,562.98 | $323,791.86 | $196,228.88 | 153.83% |
Thomas Dobbins New Republic Capital, LLC | 14,786 | $337,920.08 | $380,517.71 | $42,597.63 | 12.61% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,552 | $29,876.05 | $39,940.72 | $10,064.67 | 33.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 83,447 | $1.05M | $2.1M | $1.04M | 99.15% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 539,262 | $5.97M | $13.57M | $7.6M | 127.32% |
NICOLE MARTIN Arlington Trust Co LLC | 474 | $10,267 | $12,196.02 | $1,929.02 | 18.79% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,968 | $256,839.84 | $566,115.36 | $309,275.52 | 120.42% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,314 | $30,630 | $33,861.78 | $3,231.78 | 10.55% |
MICHAEL DE LUZ Williams & Novak, LLC | 13,052 | $327,083 | $335,827.96 | $8,744.96 | 2.67% |
Syon Capital LLC SYON CAPITAL LLC | 94,156 | $920,526.18 | $2.43M | $1.51M | 163.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,428 | $328,375.87 | $397,502.42 | $69,126.55 | 21.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,781 | $559,864.28 | $767,456.37 | $207,592.09 | 37.08% |
Benj Foor Frazier Financial Advisors, LLC | 26 | $564 | $670.02 | $106.02 | 18.8% |
Amir Har-El Savvy Advisors, Inc. | 14,720 | $231,676.03 | $379,260.8 | $147,584.77 | 63.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,911 | $23,305.72 | $49,236.91 | $25,931.19 | 111.27% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,051 | $87,745 | $104,374.01 | $16,629.01 | 18.95% |