| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Novak Novak & Powell Financial Services, Inc. | 4,381 | $329,801.68 | $319,024.42 | -$10,777.26 | -3.27% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,126 | $72,901.29 | $82,186.74 | $9,285.45 | 12.74% |
Kevyn Hill Hilltop National Bank | 13,269 | $792,544.12 | $958,419.87 | $165,875.75 | 20.93% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,193 | $130,431.05 | $160,067.07 | $29,636.02 | 22.72% |
DAVID REICHERT Atlatl Advisers LLC | 128 | $9,636 | $9,256.96 | -$379.04 | -3.93% |
Andrew Bowers BridgePort Financial Solutions, LLC | 6,116 | $356,737.44 | $443,715.8 | $86,978.36 | 24.38% |
Carmen McClennon WR Wealth Planners, LLC | 34 | $1,924.06 | $2,477.24 | $553.18 | 28.75% |
David A Rozenson Fairscale Capital, LLC | 305 | $17,952 | $22,104.87 | $4,152.87 | 23.13% |
| TAL TPG Advisors LLC TPG Advisors LLC | 15,078 | $886,797.15 | $1.09M | $203,342.25 | 22.93% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3 | $175.75 | $216.39 | $40.64 | 23.12% |
Teresa Coleman Creekside Partners | 2,989 | $224,975 | $217,270.41 | -$7,704.59 | -3.42% |
Taryn Anderson YANKCOM Partnership | 536 | $34,325 | $39,122.64 | $4,797.64 | 13.98% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 1 | $57.99 | $72.29 | $14.3 | 24.66% |
Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 4,521 | $262,155.84 | $329,128.8 | $66,972.96 | 25.55% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 5,573 | $350,364.89 | $404,711.26 | $54,346.37 | 15.51% |
VestGen Advisors LLC VestGen Advisors LLC | 5,260 | $340,479.8 | $383,401.4 | $42,921.6 | 12.61% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 58 | $3,714 | $4,195.14 | $481.14 | 12.95% |
| RN Ron New Whipplewood Advisors LLC | 20,554 | $1.29M | $1.49M | $195,023.99 | 15.09% |
Samira Kadam Synergy Investment Management LLC | 1,203 | $77,870 | $87,674.64 | $9,804.64 | 12.59% |
Bryan Molinar Atlas Legacy Advisors LLC | 13,916 | $818,507.19 | $1.01M | $188,037.09 | 22.97% |