| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,668 | $298,965.13 | $443,716.74 | $144,751.61 | 48.42% |
Jorge Paganin Abacus Wealth Partners, LLC | 6,316 | $496,879.56 | $600,272.64 | $103,393.08 | 20.81% |
Staci Compagno Portside Wealth Group, LLC | 7,576 | $575,458.55 | $715,401.68 | $139,943.13 | 24.32% |
Courtney Holt Compound Planning, Inc. | 79,278 | $4.4M | $7.5M | $3.1M | 70.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 50 | $3,934 | $4,719.75 | $785.75 | 19.97% |
Thomas Dobbins New Republic Capital, LLC | 7,061 | $553,733.94 | $669,947.68 | $116,213.74 | 20.99% |
Norden Group LLC NORDEN GROUP LLC | 3,874 | $296,028.63 | $366,635.36 | $70,606.73 | 23.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,672 | $1.82M | $2.33M | $512,335.46 | 28.15% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 5,787 | $244,447.8 | $547,537 | $303,089.2 | 123.99% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 264,385 | $14.18M | $25.01M | $10.83M | 76.41% |
NICOLE MARTIN Arlington Trust Co LLC | 148 | $12,209 | $14,000.8 | $1,791.8 | 14.68% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,069 | $480,134.94 | $668,586.02 | $188,451.08 | 39.25% |
Syon Capital LLC SYON CAPITAL LLC | 32,446 | $1.65M | $3.06M | $1.41M | 85.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 125,095 | $11.47M | $11.83M | $359,317.75 | 3.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,859 | $872,625.44 | $1.12M | $248,880.19 | 28.52% |
James Rankin Modern Wealth Management, LLC | 5,372 | $407,494.95 | $508,271.78 | $100,776.83 | 24.73% |
Benj Foor Frazier Financial Advisors, LLC | 415 | $21,411.59 | $39,263.15 | $17,851.56 | 83.37% |
Amir Har-El Savvy Advisors, Inc. | 5,771 | $477,991.44 | $546,513.7 | $68,522.26 | 14.34% |
Ann Keitner Quantum Portfolio Management LLC | 570 | $54,201 | $53,836.5 | -$364.5 | -0.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,790 | $265,255 | $264,464.1 | -$790.9 | -0.3% |