| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,062 | $360,923.12 | $454,349.61 | $93,426.49 | 25.89% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 9,646 | $281,953 | $435,902.74 | $153,949.74 | 54.6% |
MICHAEL DE LUZ Williams & Novak, LLC | 7,062 | $240,873.6 | $319,237.71 | $78,364.11 | 32.53% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 19,243 | $854,922.64 | $864,203.13 | $9,280.49 | 1.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,345 | $59,449 | $60,229.1 | $780.1 | 1.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 371,019 | $14.4M | $16.61M | $2.21M | 15.35% |
James Rankin Modern Wealth Management, LLC | 13,389 | $448,644.27 | $604,178.62 | $155,534.35 | 34.67% |
Joseph C. Gissy Tactive Advisors, LLC | 10,924 | $485,563 | $491,525.38 | $5,962.38 | 1.23% |
Menachem Striks Morton Capital Management LLC/CA | 1.58M | $49.24M | $71.62M | $22.38M | 45.45% |
Derek Ripp Austin Wealth Management, LLC | 175,594 | $4.82M | $7.95M | $3.12M | 64.78% |
Scott L. Comeau BCU Wealth Advisors, LLC | 3.19M | $105.17M | $143.05M | $37.89M | 36.03% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 13,945 | $436,101.27 | $630,383.72 | $194,282.45 | 44.55% |
Amir Har-El Savvy Advisors, Inc. | 1.07M | $41.79M | $48.2M | $6.41M | 15.33% |
Cindi Hill Keener Financial Planning LLC | 72,736 | $2.44M | $3.28M | $837,992.28 | 34.38% |
William Ramsay Financial Symmetry Inc | 1.89M | $63.19M | $84.86M | $21.68M | 34.31% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 13,617 | $474,336.06 | $612,492.66 | $138,156.6 | 29.13% |
One Degree Advisors Inc. One Degree Advisors Inc | 1.98M | $64.88M | $89.09M | $24.21M | 37.31% |
Donald Hatcher Solutions 4 Wealth, Ltd | 4,758 | $211,047 | $214,324.11 | $3,277.11 | 1.55% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 150,627 | $4.67M | $6.82M | $2.15M | 46.18% |
Setu Mazumdar Physician Wealth Solutions Inc. | 21,368 | $755,105.5 | $963,376.28 | $208,270.78 | 27.58% |