| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 60 | $4,259 | $4,457.4 | $198.4 | 4.66% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,328 | $356,971.68 | $470,486.8 | $113,515.12 | 31.8% |
Paul B. Ordonio Park Place Capital Corp. | 65 | $4,613.7 | $4,804.47 | $190.77 | 4.13% |
Jeffrey Steele Silverlake Wealth Management LLC | 11,185 | $721,831.84 | $829,479.6 | $107,647.76 | 14.91% |
Jill Batley Gateway Wealth Partners LLC | 14,983 | $1.06M | $1.11M | $48,066.21 | 4.53% |
| JC Jared Calvert Buck Wealth Strategies LLC | 130 | $9,772 | $9,605.05 | -$166.95 | -1.71% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,446 | $244,597.16 | $254,452.64 | $9,855.48 | 4.03% |
John Hayes LongView Wealth Management | 3,205 | $230,925.83 | $239,060.95 | $8,135.12 | 3.52% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,504 | $838,844.68 | $913,417.24 | $74,572.56 | 8.89% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,699 | $189,658.72 | $199,402.12 | $9,743.4 | 5.14% |
Erin Colleen Ross Birnam Oak Advisors, LP | 55,000 | $2.97M | $4.07M | $1.1M | 37.18% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 64,298 | $4.37M | $4.76M | $396,504.4 | 9.08% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 4,786 | $263,777.58 | $354,953.69 | $91,176.11 | 34.57% |
Syon Capital LLC SYON CAPITAL LLC | 39,504 | $2.61M | $2.91M | $307,982.67 | 11.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 810 | $54,703.45 | $60,012.9 | $5,309.45 | 9.71% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 29,559 | $1.64M | $2.21M | $565,040.94 | 34.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 41,378 | $2.93M | $3.07M | $140,362.33 | 4.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,330 | $158,719.6 | $172,396.7 | $13,677.1 | 8.62% |
United Advisor Group LLC United Advisor Group, LLC | 3,246 | $221,509.03 | $240,220.23 | $18,711.2 | 8.45% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,096 | $382,054.6 | $452,993.15 | $70,938.55 | 18.57% |