| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 78,002 | $1.89M | $2.32M | $423,561.78 | 22.37% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 10,013 | $271,792.87 | $296,284.67 | $24,491.8 | 9.01% |
Annmarie Young KPP Advisory Services LLC | 8,045 | $218,373.48 | $240,907.52 | $22,534.04 | 10.32% |
Thomas Dobbins New Republic Capital, LLC | 5,000 | $104,240 | $149,725 | $45,485 | 43.63% |
John Hayes LongView Wealth Management | 39,380 | $866,336.61 | $1.18M | $312,306.79 | 36.05% |
Norden Group LLC NORDEN GROUP LLC | 97,665 | $2.3M | $2.92M | $619,908.99 | 26.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 359,838 | $9.15M | $10.63M | $1.48M | 16.19% |
Jon Greer GSG Advisors LLC | 113,825 | $2.38M | $3.41M | $1.03M | 43.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 296,320 | $8M | $8.77M | $771,727.37 | 9.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 38,460 | $839,454.98 | $1.14M | $298,961.02 | 35.61% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 4,325 | $109,046.06 | $129,209.37 | $20,163.31 | 18.49% |
| AK Alisha Kamadia United Community Bank | 7,400 | $202,834 | $221,445 | $18,611 | 9.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 89,609 | $2.32M | $2.65M | $327,753.73 | 14.1% |
James Rankin Modern Wealth Management, LLC | 11,210 | $307,253 | $332,824.9 | $25,571.9 | 8.32% |
Derek Ripp Austin Wealth Management, LLC | 7,400 | $209,050 | $219,040 | $9,990 | 4.78% |
Ann Keitner Quantum Portfolio Management LLC | 24,687 | $643,916.91 | $739,005.34 | $95,088.43 | 14.77% |
Owen McCabe Tyche Wealth Partners LLC | 11,580 | $264,333.89 | $346,705.2 | $82,371.31 | 31.16% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,492 | $289,195.69 | $344,070.48 | $54,874.79 | 18.97% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,920 | $214,980.48 | $234,036 | $19,055.52 | 8.86% |
Taylor Wagner Valued Wealth Advisors LLC | 8,544 | $191,829.89 | $256,789.92 | $64,960.03 | 33.86% |