| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 672 | $70,512.96 | $82,084.8 | $11,571.84 | 16.41% |
Michael Snyder Beaumont Financial Advisors LLC | 3,236 | $222,818.43 | $395,989.32 | $173,170.89 | 77.72% |
Sheryl Stephens Stephens Consulting LLC | 301 | $19,298 | $36,833.37 | $17,535.37 | 90.87% |
| BG Becki Goebel TCP Asset Management LLC | 2,198 | $230,643 | $279,343.81 | $48,700.81 | 21.12% |
Stephen Smith Kestra Investment Management LLC | 2,091 | $157,013.21 | $255,875.67 | $98,862.46 | 62.96% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 2,040 | $214,057 | $259,263.59 | $45,206.59 | 21.12% |
Steve Alexandrowski GEM Asset Management LLC | 6,324 | $457,604.82 | $772,476.6 | $314,871.78 | 68.81% |
Walter J. West Milestone Asset Management LLC | 8,683 | $783,651.95 | $1.06M | $277,757.97 | 35.44% |
David Bach River Street Advisors LLC | 3,130 | $200,664.7 | $397,791.69 | $197,126.99 | 98.24% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,683 | $236,118 | $468,072.46 | $231,954.46 | 98.24% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 5,070 | $414,425.88 | $615,041.7 | $200,615.82 | 48.41% |
| PIL PFG Investments LLC PFG Investments LLC | 6,958 | $465,970.25 | $842,961.7 | $376,991.45 | 80.9% |
David Silver INSTRUMENTAL WEALTH, LLC | 11,948 | $813,217.94 | $1.44M | $627,651.12 | 77.18% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 260 | $18,668 | $31,643.3 | $12,975.3 | 69.51% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 150 | $12,056 | $18,336 | $6,280 | 52.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,140 | $1.26M | $1.73M | $467,435.85 | 37.01% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,509 | $355,701.53 | $549,692.19 | $193,990.66 | 54.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 25,871 | $2.11M | $3.16M | $1.05M | 49.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,996 | $209,440 | $243,991.04 | $34,551.04 | 16.5% |
James Rankin Modern Wealth Management, LLC | 3,943 | $293,719.94 | $476,412.97 | $182,693.03 | 62.2% |