| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 7,056 | $563,031.31 | $941,552.64 | $378,521.33 | 67.23% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,176 | $340,652.05 | $423,805.44 | $83,153.39 | 24.41% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7,803 | $612,680.88 | $1.04M | $428,668.48 | 69.97% |
Lars Phillips RAM Investment Partners, LLC | 4,878 | $321,289.49 | $650,993.49 | $329,704 | 102.62% |
John Hayes LongView Wealth Management | 2,268 | $251,619.85 | $298,355.4 | $46,735.55 | 18.57% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 7,846 | $678,910.18 | $1.03M | $353,231.12 | 52.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 35,826 | $3.73M | $4.71M | $979,307.12 | 26.23% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 45 | $5,443.2 | $6,006.37 | $563.17 | 10.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,799 | $213,814.11 | $240,364.39 | $26,550.28 | 12.42% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 17,094 | $1.64M | $2.28M | $639,226.38 | 38.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,288 | $503,891.34 | $706,053.76 | $202,162.42 | 40.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,818 | $215,151.8 | $242,902.98 | $27,751.18 | 12.9% |
Amir Har-El Savvy Advisors, Inc. | 8,872 | $941,795.15 | $1.18M | $242,794.29 | 25.78% |
Mark Heider Peirce Capital Management, LLC | 5,883 | $520,218.37 | $786,615.93 | $266,397.56 | 51.21% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,009 | $225,550 | $268,241.68 | $42,691.68 | 18.93% |
Andy Bloom MB Generational Wealth, LLC | 1,798 | $212,955.12 | $240,068.96 | $27,113.84 | 12.73% |
Joshua Stipcich Tidemark, LLC | 43 | $4,510 | $5,746.09 | $1,236.09 | 27.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 454 | $55,329 | $60,531.82 | $5,202.82 | 9.4% |
Adam Colby Wealth Group Ltd | 25,119 | $2.35M | $3.36M | $1.01M | 43.02% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,496 | $527,338.24 | $732,781.68 | $205,443.44 | 38.96% |