| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,085 | $43,682 | $56,110.77 | $12,428.77 | 28.45% |
Paul B. Ordonio Park Place Capital Corp. | 4,027 | $204,571.6 | $206,685.77 | $2,114.17 | 1.03% |
Sheila J. Lindsay Bensler LLC | 6,860 | $308,476.13 | $356,034 | $47,557.87 | 15.42% |
Jill Batley Gateway Wealth Partners LLC | 96,382 | $4.9M | $4.98M | $79,032 | 1.61% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 9,660 | $377,727.76 | $499,035.6 | $121,307.84 | 32.12% |
| PIL PFG Investments LLC PFG Investments LLC | 54,270 | $2.18M | $2.78M | $603,156.24 | 27.66% |
| JC Jared Calvert Buck Wealth Strategies LLC | 331 | $16,106 | $16,995.19 | $889.19 | 5.52% |
Scott Boyce Decker Retirement Planning Inc. | 400 | $19,464 | $20,664 | $1,200 | 6.17% |
Courtney Holt Compound Planning, Inc. | 6,102 | $308,811.11 | $313,337.7 | $4,526.59 | 1.47% |
John Shanley Aspect Partners, LLC | 567 | $27,590 | $29,316.73 | $1,726.73 | 6.26% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 57,411 | $2.58M | $2.95M | $363,676.48 | 14.07% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 5,443 | $238,186.42 | $278,708.81 | $40,522.39 | 17.01% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 5,213 | $190,587.34 | $267,948.2 | $77,360.86 | 40.59% |
Annmarie Young KPP Advisory Services LLC | 20,118 | $910,783.34 | $1.04M | $129,216.67 | 14.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 141,846 | $6.16M | $7.22M | $1.06M | 17.24% |
Kevin Orr Centennial Bank/AR/ | 500 | $24,330 | $25,842.5 | $1,512.5 | 6.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 64,370 | $2.26M | $3.3M | $1.03M | 45.79% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,247 | $292,976.97 | $319,846.4 | $26,869.43 | 9.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,480 | $404,391.6 | $485,376 | $80,984.4 | 20.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 115,717 | $4.27M | $5.92M | $1.65M | 38.75% |