| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 62,940 | $1.43M | $1.81M | $375,893.64 | 26.24% |
Scott Boyce Decker Retirement Planning Inc. | 67,029 | $1.62M | $1.93M | $309,092.07 | 19.12% |
Brian Glas Noble Family Wealth, LLC | 41,225 | $983,157.53 | $1.18M | $201,236.72 | 20.47% |
Courtney Holt Compound Planning, Inc. | 21,540 | $495,369.8 | $618,844.2 | $123,474.4 | 24.93% |
Katherine Stoner Empower Advisory Group, LLC | 8,080 | $219,323.52 | $234,885.6 | $15,562.08 | 7.1% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 836,134 | $17.69M | $24.24M | $6.55M | 37.02% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,638 | $236,092.47 | $276,899.74 | $40,807.27 | 17.28% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 165 | $4,041.01 | $4,740.45 | $699.44 | 17.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 78,002 | $1.89M | $2.24M | $347,509.83 | 18.35% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 10,013 | $271,792.87 | $291,077.91 | $19,285.04 | 7.1% |
Annmarie Young KPP Advisory Services LLC | 8,045 | $218,373.48 | $231,132.85 | $12,759.37 | 5.84% |
Thomas Dobbins New Republic Capital, LLC | 5,000 | $104,240 | $147,200 | $42,960 | 41.21% |
John Hayes LongView Wealth Management | 39,380 | $866,336.61 | $1.13M | $265,050.79 | 30.59% |
Norden Group LLC NORDEN GROUP LLC | 97,665 | $2.3M | $2.81M | $501,246.02 | 21.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 293,870 | $7.18M | $8.44M | $1.27M | 17.64% |
Jon Greer GSG Advisors LLC | 113,825 | $2.38M | $3.31M | $928,643.71 | 39.01% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 296,320 | $8M | $8.51M | $516,892.17 | 6.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 38,460 | $839,454.98 | $1.1M | $265,500.82 | 31.63% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 4,325 | $109,046.06 | $124,257.25 | $15,211.19 | 13.95% |
| AK Alisha Kamadia United Community Bank | 7,400 | $202,834 | $215,118 | $12,284 | 6.06% |