| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MRC Martin R. Curiel MYECFO, LLC | 26,651 | $1.46M | $2.2M | $740,152.7 | 50.69% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,929 | $250,048.97 | $240,383.03 | -$9,665.94 | -3.87% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 109,299 | $4.18M | $8.97M | $4.79M | 114.47% |
Annmarie Young KPP Advisory Services LLC | 126,522 | $10.5M | $10.41M | -$91,677.94 | -0.87% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 3,560 | $272,162 | $293,984.8 | $21,822.8 | 8.02% |
John Hayes LongView Wealth Management | 3,800 | $259,840.62 | $313,804 | $53,963.38 | 20.77% |
Andrew Halac Talon Private Wealth, LLC | 10,935 | $792,571.79 | $902,793.6 | $110,221.81 | 13.91% |
Norden Group LLC NORDEN GROUP LLC | 6,020 | $399,873.59 | $495,837.3 | $95,963.71 | 24% |
Alicia Fuschak Avid Wealth Partners LLC | 164,747 | $7.57M | $13.54M | $5.97M | 78.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 1.19M | $85.95M | $96.44M | $10.48M | 12.2% |
Ryan Payne Payne Capital Management, LLC | 12,500 | $992,750 | $1.03M | $35,062.5 | 3.53% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 5,212 | $455,613.68 | $428,739.12 | -$26,874.56 | -5.9% |
Dina Fliss Global View Capital Management LLC | 6,107 | $403,803.57 | $505,903.88 | $102,100.31 | 25.28% |
| DD Donna DiMaria OLYMPUS WEALTH MANAGEMENT, LLC | 34,845 | $2.21M | $2.87M | $656,261.43 | 29.69% |
Jae Cho Marex Group plc | 55,138 | $4.3M | $4.52M | $222,506.19 | 5.18% |
Jesse Steele Etesian Wealth Advisors, Inc. | 5,501 | $286,767.44 | $455,647.83 | $168,880.39 | 58.89% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,418 | $316,814.4 | $282,087.54 | -$34,726.86 | -10.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 68,171 | $3.56M | $5.63M | $2.07M | 58.12% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 24,956 | $1.58M | $2.07M | $496,026.14 | 31.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,232 | $1.04M | $927,650.88 | -$113,445.21 | -10.9% |