| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Norden Group LLC NORDEN GROUP LLC | 6,020 | $399,873.59 | $482,442.8 | $82,569.21 | 20.65% |
Alicia Fuschak Avid Wealth Partners LLC | 154,324 | $6.74M | $12.37M | $5.63M | 83.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 722,956 | $47.68M | $57.94M | $10.26M | 21.51% |
Ryan Payne Payne Capital Management, LLC | 12,500 | $992,750 | $1.08M | $89,500 | 9.02% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 5,212 | $455,613.68 | $417,689.68 | -$37,924 | -8.32% |
Dina Fliss Global View Capital Management LLC | 6,107 | $403,803.57 | $489,414.98 | $85,611.41 | 21.2% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 34,845 | $2.21M | $2.79M | $582,390.03 | 26.35% |
Jae Cho Marex Group plc | 55,138 | $4.3M | $4.77M | $474,486.85 | 11.04% |
Jesse Steele Etesian Wealth Advisors, Inc. | 5,501 | $286,767.44 | $440,850.14 | $154,082.7 | 53.73% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,418 | $316,814.4 | $273,918.52 | -$42,895.88 | -13.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 68,171 | $3.56M | $5.46M | $1.9M | 53.43% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 24,956 | $1.58M | $2M | $423,653.74 | 26.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 77,519 | $7.01M | $6.21M | -$795,445.61 | -11.35% |
James Rankin Modern Wealth Management, LLC | 53,067 | $5M | $4.59M | -$409,677.43 | -8.19% |
Joseph C. Gissy Tactive Advisors, LLC | 6,506 | $431,188.29 | $521,390.84 | $90,202.55 | 20.92% |
Derek Ripp Austin Wealth Management, LLC | 218,666 | $10.68M | $17.52M | $6.84M | 64.03% |
Amir Har-El Savvy Advisors, Inc. | 5,795 | $494,719.15 | $464,411.3 | -$30,307.85 | -6.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 452 | $35,898 | $36,223.28 | $325.28 | 0.91% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 30,613 | $1.89M | $2.63M | $741,672.48 | 39.25% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 87,645 | $3.68M | $7.02M | $3.34M | 90.76% |