| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 3,169 | $350,982.13 | $372,991.3 | $22,009.17 | 6.27% |
MATTHEW HALL Hill Investment Group Partners, LLC | 19,850 | $2.2M | $2.34M | $133,987.15 | 6.08% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 60,288 | $7.06M | $7.1M | $44,010.16 | 0.62% |
John Shanley Aspect Partners, LLC | 79,443 | $9M | $9.35M | $347,105.88 | 3.86% |
| DT Derek Tinnin Altiora Financial Group, LLC | 113,970 | $13.2M | $13.42M | $219,797.04 | 1.67% |
Kure Advisory LLC Kure Advisory, LLC | 2,063 | $241,557 | $242,815.1 | $1,258.1 | 0.52% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,705 | $542,509.5 | $553,778.5 | $11,269 | 2.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 106,186 | $12.18M | $12.5M | $319,544.64 | 2.62% |
Jae Cho Marex Group plc | 85,235 | $9.95M | $10.05M | $95,669.43 | 0.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 18,741 | $2.1M | $2.21M | $108,200.14 | 5.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,076 | $1.04M | $1.07M | $30,559.79 | 2.94% |
KKM Financial LLC KKM Financial LLC | 3,519 | $399,498.84 | $414,784.53 | $15,285.69 | 3.83% |
Benj Foor Frazier Financial Advisors, LLC | 15,237 | $1.71M | $1.79M | $88,271.47 | 5.17% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,533 | $270,623.78 | $298,134.1 | $27,510.32 | 10.17% |
Amir Har-El Savvy Advisors, Inc. | 13,419 | $1.56M | $1.58M | $18,889.3 | 1.21% |
United Advisor Group LLC United Advisor Group, LLC | 11,027 | $1.22M | $1.3M | $81,074.46 | 6.66% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 2,860 | $334,877 | $336,965.2 | $2,088.2 | 0.62% |
Joshua Stipcich Tidemark, LLC | 395 | $46,251 | $46,511.25 | $260.25 | 0.56% |
Andrea Butler Sequent Planning LLC | 4,743 | $551,563 | $559,057.41 | $7,494.41 | 1.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 8,401 | $983,673 | $988,797.7 | $5,124.7 | 0.52% |