| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 176,160 | $18.29M | $19.23M | $942,926.38 | 5.16% |
Jean-Francois Gonnet Sienna Gestion | 222,868 | $15.46M | $24.29M | $8.83M | 57.12% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 6,745 | $414,717.82 | $736,688.9 | $321,971.08 | 77.64% |
David W. Marrazzo Guardian Asset Advisors, LLC | 2,687 | $206,982.46 | $295,166.95 | $88,184.49 | 42.6% |
Joel mittelman Mittelman Wealth Management | 1,981 | $152,609.28 | $215,552.61 | $62,943.33 | 41.24% |
Kevyn Hill Hilltop National Bank | 17,999 | $975,255.82 | $1.96M | $981,003.29 | 100.59% |
Taylor Faw Strathmore Capital Advisors, Inc. | 4,459 | $331,216.75 | $481,393.64 | $150,176.89 | 45.34% |
Brady Green GGM Financials LLC | 2,422 | $182,674.04 | $278,699.54 | $96,025.5 | 52.57% |
Gillian Curran Prospect Financial Group LLC | 2,667 | $206,425.15 | $291,442.03 | $85,016.88 | 41.19% |
Richard Crinion Mediolanum International Funds Ltd | 807,910 | $54.9M | $91.81M | $36.91M | 67.23% |
Daniel Pettway Councilmark Asset Management, LLC | 43,190 | $2.16M | $4.71M | $2.55M | 118.03% |
CLINE REASOR Gratus Wealth Advisors, LLC | 4,363 | $229,631.95 | $470,985.85 | $241,353.9 | 105.1% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 17,748 | $2.08M | $2.04M | -$42,422.64 | -2.03% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 578,383 | $34.71M | $63.54M | $28.83M | 83.05% |
Josephine Lee New Insight Wealth Advisors | 4,830 | $276,162.39 | $530,503.05 | $254,340.66 | 92.1% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 2,182 | $182,921.5 | $247,962.48 | $65,040.98 | 35.56% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 4,122 | $284,356.01 | $450,452.16 | $166,096.15 | 58.41% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 7,217 | $446,667.63 | $790,766.69 | $344,099.06 | 77.04% |
Venkatram Krishnamurthy V2 Financial group LLC | 4,056 | $252,474.87 | $445,551.6 | $193,076.73 | 76.47% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 22,968 | $1.28M | $2.61M | $1.33M | 103.26% |