| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 40,332 | $6.68M | $7.52M | $842,744.38 | 12.62% |
James Rankin Modern Wealth Management, LLC | 1,204 | $203,238.82 | $238,705.03 | $35,466.21 | 17.45% |
KKM Financial LLC KKM Financial LLC | 11,454 | $2.06M | $2.27M | $209,301.45 | 10.15% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,350 | $1.09M | $1.18M | $92,055.59 | 8.43% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,125 | $213,964 | $209,711.25 | -$4,252.75 | -1.99% |
Owen McCabe Tyche Wealth Partners LLC | 3,071 | $426,256.06 | $592,610.87 | $166,354.81 | 39.03% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,446 | $197,824.02 | $288,824.04 | $91,000.02 | 46% |
Julie Beswick Advantage Trust Co | 4,817 | $662,611.31 | $897,936.97 | $235,325.66 | 35.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 250 | $42,212.86 | $50,180 | $7,967.14 | 18.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 14 | $2,021 | $2,609.74 | $588.74 | 29.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 49 | $7,938.14 | $9,835.28 | $1,897.14 | 23.9% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,697 | $729,670.95 | $1.06M | $332,306.82 | 45.54% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,019 | $574,184 | $562,771.79 | -$11,412.21 | -1.99% |
Margaret Nickens Elm3 Financial Group, LLC | 1,330 | $252,953 | $247,925.3 | -$5,027.7 | -1.99% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 150 | $20,378.32 | $27,961.5 | $7,583.18 | 37.21% |
Jonathan Chatfield LM Advisors LLC | 6,624 | $1.2M | $1.33M | $130,746.07 | 10.91% |
David Novak Novak & Powell Financial Services, Inc. | 11,077 | $1.55M | $2.21M | $663,367.7 | 42.82% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,071 | $1.19M | $1.61M | $415,065.96 | 34.86% |
Angela Mari Abich Financial Wealth Management LLC | 95 | $13,715 | $17,708.95 | $3,993.95 | 29.12% |
Darin Pilacinski True Vision MN LLC | 4,511 | $761,321.45 | $840,895.51 | $79,574.06 | 10.45% |