| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 46,549 | $4.58M | $6.74M | $2.17M | 47.29% |
Annmarie Young KPP Advisory Services LLC | 8,695 | $791,859.44 | $1.26M | $466,220.11 | 58.88% |
John Hayes LongView Wealth Management | 3,394 | $338,460.47 | $495,354.3 | $156,893.83 | 46.36% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,885 | $470,337.15 | $712,965.75 | $242,628.6 | 51.59% |
Marilou Davido WFA Asset Management Corp | 2,141 | $200,385.02 | $312,478.95 | $112,093.93 | 55.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,875 | $1.43M | $2.88M | $1.45M | 101.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,520 | $350,460.93 | $509,977.6 | $159,516.67 | 45.52% |
James Rankin Modern Wealth Management, LLC | 162,393 | $16.81M | $23.53M | $6.73M | 40.02% |
Amir Har-El Savvy Advisors, Inc. | 1,650 | $225,399 | $238,697.25 | $13,298.25 | 5.9% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 675 | $81,654.87 | $97,679.25 | $16,024.38 | 19.62% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,233 | $216,578.93 | $325,906.35 | $109,327.42 | 50.48% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,502 | $216,303 | $217,324.38 | $1,021.38 | 0.47% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 22,273 | $2.72M | $3.22M | $506,539.61 | 18.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,134 | $315,813.15 | $454,053.92 | $138,240.77 | 43.77% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 19,224 | $1.55M | $2.81M | $1.26M | 81.26% |
Michael Stringer Lane & Associates LLC | 3,656 | $234,167 | $529,681.28 | $295,514.28 | 126.2% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 80 | $8,062 | $11,600 | $3,538 | 43.88% |
Janice M. Powell Diversify Advisory Services, LLC | 2,676 | $367,892 | $387,029.88 | $19,137.88 | 5.2% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 93,740 | $5.32M | $13.59M | $8.26M | 155.23% |
Beth Steinhaus Breakwater Investment Management | 1,990 | $179,041.05 | $287,933.1 | $108,892.05 | 60.82% |