| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Goggins Hidden Cove Wealth Management LLC | 148,674 | $8.29M | $8.84M | $552,607.68 | 6.67% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 9,297 | $560,526 | $548,383.54 | -$12,142.46 | -2.17% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 9,803 | $535,562.96 | $578,327.98 | $42,765.02 | 7.99% |
Beth Zilka Baron Wealth Management LLC | 6,943 | $327,778.58 | $410,956.17 | $83,177.59 | 25.38% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 470,707 | $25.92M | $27.99M | $2.07M | 7.98% |
Jacob Going Alpine Bank Wealth Management | 124,862 | $6.15M | $7.37M | $1.22M | 19.78% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 241,472 | $11.5M | $14.25M | $2.75M | 23.9% |
John Hayes LongView Wealth Management | 25,504 | $1.45M | $1.52M | $73,130.39 | 5.05% |
Alicia Fuschak Avid Wealth Partners LLC | 41,790 | $2.31M | $2.47M | $160,797.5 | 6.97% |
Denise Reinert CGC Financial Services, LLC | 24,530 | $1.19M | $1.45M | $260,923.3 | 21.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 39,644 | $2.16M | $2.35M | $191,712.34 | 8.88% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,073 | $469,788.12 | $476,226.27 | $6,438.15 | 1.37% |
James Rankin Modern Wealth Management, LLC | 457,489 | $25.55M | $27.01M | $1.46M | 5.7% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,481 | $306,928.58 | $324,064.12 | $17,135.54 | 5.58% |
PETER KRUSSEL Southland Equity Partners LLC | 19,920 | $764,521.93 | $1.18M | $414,542.87 | 54.22% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 224,418 | $11.71M | $13.25M | $1.54M | 13.15% |
Joshua Stipcich Tidemark, LLC | 174,610 | $9.16M | $10.27M | $1.11M | 12.15% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 3,380 | $206,315 | $201,211.4 | -$5,103.6 | -2.47% |
Christian J. Cyr Cyr Financial Inc. | 215,283 | $11.39M | $12.7M | $1.31M | 11.47% |
Angela Mari Abich Financial Wealth Management LLC | 300 | $16,197 | $17,685 | $1,488 | 9.19% |