| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 94 | $9,754.96 | $10,271.85 | $516.89 | 5.3% |
Lukas Lindgren Abound Wealth Management | 202 | $21,858.1 | $21,719.04 | -$139.06 | -0.64% |
Adam Laibson Mainsail Financial Group LLC | 53,593 | $4.78M | $5.78M | $1.01M | 21.06% |
Bepin Serraj Richard W. Paul & Associates LLC | 12 | $1,114.2 | $1,310.77 | $196.57 | 17.64% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 12,326 | $1.26M | $1.35M | $89,524.07 | 7.1% |
Jill Batley Gateway Wealth Partners LLC | 5,716 | $604,843.95 | $626,159.22 | $21,315.27 | 3.52% |
| PIL PFG Investments LLC PFG Investments LLC | 6,231 | $556,026.18 | $681,172.92 | $125,146.74 | 22.51% |
Alexandra Stickelman Root Financial Partners, LLC | 25 | $2,809 | $2,733 | -$76 | -2.71% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 5,195 | $564,126.19 | $567,917.4 | $3,791.21 | 0.67% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 2,315 | $193,603 | $253,376.75 | $59,773.75 | 30.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,390 | $472,896.09 | $475,480.9 | $2,584.81 | 0.55% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 187 | $20,445 | $20,106.24 | -$338.76 | -1.66% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,413 | $467,818.12 | $592,398.18 | $124,580.06 | 26.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,105 | $198,831.1 | $230,497.5 | $31,666.4 | 15.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,361 | $660,393.81 | $696,147.2 | $35,753.39 | 5.41% |
James Rankin Modern Wealth Management, LLC | 52,435 | $5.64M | $5.74M | $101,463.76 | 1.8% |
Joseph C. Gissy Tactive Advisors, LLC | 3,935 | $425,106.59 | $430,449.65 | $5,343.06 | 1.26% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,470 | $379,375.48 | $379,583.3 | $207.82 | 0.05% |
David Vollmer PFS Partners, LLC | 494 | $47,575.82 | $54,063.31 | $6,487.49 | 13.64% |
Amir Har-El Savvy Advisors, Inc. | 3,827 | $365,054.58 | $419,056.5 | $54,001.92 | 14.79% |