| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 3,380 | $234,784.32 | $528,902.4 | $294,118.08 | 125.27% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,062 | $60,059.29 | $165,491.46 | $105,432.17 | 175.55% |
Alexandra Stickelman Root Financial Partners, LLC | 311 | $39,170 | $48,463.13 | $9,293.13 | 23.73% |
Eugene Donato KENNEDY INVESTMENT GROUP | 7,625 | $592,882.37 | $1.19M | $600,277.63 | 101.25% |
Courtney Holt Compound Planning, Inc. | 6,149 | $640,759.29 | $958,198.67 | $317,439.38 | 49.54% |
Nemes Rush Group LLC Nemes Rush Group LLC | 476 | $61,479.94 | $74,175.08 | $12,695.14 | 20.65% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,694 | $450,931.64 | $732,451.76 | $281,520.12 | 62.43% |
Thomas Dobbins New Republic Capital, LLC | 4 | $383.6 | $623.9 | $240.3 | 62.64% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 53,017 | $5.16M | $8.27M | $3.11M | 60.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,127 | $868,960.76 | $1.09M | $223,608.34 | 25.73% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,104 | $236,363.22 | $323,637.28 | $87,274.06 | 36.92% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,025 | $401,547.49 | $627,678.62 | $226,131.13 | 56.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,639 | $260,499.31 | $412,185.41 | $151,686.1 | 58.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,006 | $225,217.92 | $312,925.97 | $87,708.05 | 38.94% |
| AK Alisha Kamadia United Community Bank | 720 | $50,902.54 | $112,456.8 | $61,554.26 | 120.93% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 5,064 | $375,204.85 | $789,705.48 | $414,500.63 | 110.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,163 | $6.11M | $7.83M | $1.72M | 28.19% |
KKM Financial LLC KKM Financial LLC | 42,967 | $3.86M | $6.7M | $2.84M | 73.67% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,518 | $956,088.28 | $1.49M | $530,528.14 | 55.49% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,262 | $194,939.12 | $353,301.78 | $158,362.66 | 81.24% |