| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 3,408 | $192,621 | $190,813.92 | -$1,807.08 | -0.94% |
Jeffrey Steele Silverlake Wealth Management LLC | 43,422 | $1.9M | $2.42M | $524,154.15 | 27.66% |
Andrew Brady Brady Family Wealth LLC | 16,034 | $661,371.56 | $890,688.7 | $229,317.14 | 34.67% |
| PIL PFG Investments LLC PFG Investments LLC | 9,259 | $401,658.53 | $513,689.32 | $112,030.79 | 27.89% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 38,219 | $2M | $2.12M | $121,146.48 | 6.06% |
Lars Phillips RAM Investment Partners, LLC | 3,851 | $202,332 | $214,038.58 | $11,706.58 | 5.79% |
Alisha Arvold Christopher J. Hasenberg, Inc | 39 | $1,955 | $2,178.93 | $223.93 | 11.45% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 32,519 | $1.49M | $1.82M | $338,360.31 | 22.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 206,140 | $10.96M | $11.46M | $493,927.62 | 4.51% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 36,288 | $1.67M | $2.01M | $346,644.38 | 20.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 99,740 | $4.85M | $5.56M | $717,227.04 | 14.8% |
| AK Alisha Kamadia United Community Bank | 311 | $12,738.78 | $17,286.93 | $4,548.15 | 35.7% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,566 | $201,550 | $199,660.34 | -$1,889.66 | -0.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,267 | $474,099.94 | $516,913.26 | $42,813.32 | 9.03% |
James Rankin Modern Wealth Management, LLC | 7,697 | $393,822.63 | $427,375.92 | $33,553.29 | 8.52% |
Benj Foor Frazier Financial Advisors, LLC | 94,923 | $4.4M | $5.28M | $883,414.2 | 20.09% |
Ann Keitner Quantum Portfolio Management LLC | 225 | $12,717 | $12,501 | -$216 | -1.7% |
United Advisor Group LLC United Advisor Group, LLC | 141,999 | $6.97M | $7.89M | $922,076.42 | 13.23% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,778 | $213,559 | $210,661.28 | -$2,897.72 | -1.36% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 29,296 | $1.51M | $1.63M | $124,371.23 | 8.24% |