| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 15,072 | $563,841.5 | $858,348.89 | $294,507.39 | 52.23% |
Jacqueline Washburn Vawter Financial Ltd. | 3,670 | $209,924 | $209,226.7 | -$697.3 | -0.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,080 | $53,279.66 | $61,084.8 | $7,805.14 | 14.65% |
Courtney Holt Compound Planning, Inc. | 377,211 | $18.44M | $21.29M | $2.85M | 15.43% |
Nemes Rush Group LLC Nemes Rush Group LLC | 79 | $4,071.56 | $4,455.2 | $383.64 | 9.42% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,300 | $68,406 | $73,541 | $5,135 | 7.51% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,580 | $507,678.58 | $540,455.7 | $32,777.12 | 6.46% |
Annmarie Young KPP Advisory Services LLC | 12,559 | $663,370.99 | $714,732.69 | $51,361.7 | 7.74% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 65,856 | $3.33M | $3.72M | $387,549.82 | 11.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 45,565 | $2.31M | $2.58M | $271,279.52 | 11.74% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 14,462 | $586,054.71 | $818,115.34 | $232,060.63 | 39.6% |
NICOLE MARTIN Arlington Trust Co LLC | 648 | $27,294 | $36,858.24 | $9,564.24 | 35.04% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,508 | $65,425.57 | $85,880.6 | $20,455.03 | 31.26% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 13,826 | $538,370.1 | $790,778.07 | $252,407.97 | 46.88% |
Mark Romin Lakeshore Financial Planning, Inc. | 7,326 | $420,524.12 | $413,479.44 | -$7,044.68 | -1.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,817 | $1.04M | $1.3M | $260,647.4 | 25.09% |
Amir Har-El Savvy Advisors, Inc. | 7,073 | $422,083.19 | $399,518.4 | -$22,564.79 | -5.35% |
David W. Lewis Lewis Asset Management, LLC | 14,445 | $809,568.98 | $822,859.42 | $13,290.44 | 1.64% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 22 | $1,387 | $1,250.04 | -$136.96 | -9.87% |
United Advisor Group LLC United Advisor Group, LLC | 3,793 | $217,417.65 | $215,366.54 | -$2,051.11 | -0.94% |