| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 7,291 | $438,762.84 | $559,146.79 | $120,383.95 | 27.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,446 | $244,597.16 | $264,273.74 | $19,676.58 | 8.04% |
John Hayes LongView Wealth Management | 3,205 | $230,925.83 | $245,791.45 | $14,865.62 | 6.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,125 | $810,911.62 | $929,866.25 | $118,954.63 | 14.67% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,663 | $257,399 | $280,915.47 | $23,516.47 | 9.14% |
Erin Colleen Ross Birnam Oak Advisors, LP | 55,000 | $2.97M | $4.3M | $1.33M | 44.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 64,298 | $4.37M | $4.93M | $565,929.63 | 12.96% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 4,786 | $263,777.58 | $367,038.34 | $103,260.76 | 39.15% |
Syon Capital LLC SYON CAPITAL LLC | 39,504 | $2.61M | $3.09M | $484,170.51 | 18.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 810 | $54,703.45 | $62,118.9 | $7,415.45 | 13.56% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 29,559 | $1.64M | $2.27M | $624,306.74 | 38.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,751 | $2.43M | $2.67M | $237,873.97 | 9.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,330 | $158,719.6 | $178,687.7 | $19,968.1 | 12.58% |
United Advisor Group LLC United Advisor Group, LLC | 3,246 | $221,509.03 | $248,935.74 | $27,426.71 | 12.38% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,096 | $382,054.6 | $476,951.04 | $94,896.44 | 24.84% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 20,375 | $1.48M | $1.56M | $86,965.67 | 5.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 538 | $36,395.56 | $42,044.7 | $5,649.14 | 15.52% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,545 | $319,379 | $348,556.05 | $29,177.05 | 9.14% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 31,667 | $2.35M | $2.43M | $74,130.61 | 3.15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,894 | $299,286.86 | $382,466.1 | $83,179.24 | 27.79% |