| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 186,822 | $13.06M | $14.09M | $1.04M | 7.94% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 46,244 | $3.23M | $3.48M | $245,093.36 | 7.58% |
Jeff Ameen Spire Wealth Management | 180 | $12,580.2 | $13,547.36 | $967.16 | 7.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,172 | $1.04M | $1.07M | $36,337.38 | 3.51% |
| PO Patrick O'Connell Security Financial Services Inc. | 55,129 | $2.45M | $4.15M | $1.7M | 69.14% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 55,335 | $3.12M | $4.15M | $1.04M | 33.26% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 466 | $31,023.68 | $35,089.75 | $4,066.07 | 13.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 137 | $9,497 | $10,253.76 | $756.76 | 7.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 127,427 | $8.91M | $9.6M | $689,350.36 | 7.74% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 14,802 | $1.03M | $1.11M | $79,486.52 | 7.68% |