| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,769 | $386,518.27 | $423,958.54 | $37,440.27 | 9.69% |
Courtney Holt Compound Planning, Inc. | 1,677 | $354,556.44 | $401,909.82 | $47,353.38 | 13.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 18 | $3,864 | $4,557.96 | $693.96 | 17.96% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 212 | $45,515 | $50,807.92 | $5,292.92 | 11.63% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,609 | $1M | $1.34M | $340,129.08 | 33.87% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 8,394 | $1.64M | $2.11M | $470,750.46 | 28.68% |
Thomas Dobbins New Republic Capital, LLC | 111 | $23,363.58 | $25,843.02 | $2,479.44 | 10.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,486 | $2.27M | $2.51M | $238,408.6 | 10.48% |
Marilou Davido WFA Asset Management Corp | 17 | $1,787.06 | $4,074.22 | $2,287.16 | 127.98% |
Dina Fliss Global View Capital Management LLC | 4,464 | $1.01M | $1.07M | $63,830.64 | 6.34% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,268 | $277,375 | $303,888.88 | $26,513.88 | 9.56% |
Jae Cho Marex Group plc | 1,816 | $397,250 | $459,847.52 | $62,597.52 | 15.76% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,786 | $5.32M | $5.94M | $618,482.44 | 11.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 48,878 | $10.46M | $11.71M | $1.26M | 12.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 48,041 | $8.65M | $11.51M | $2.86M | 33.12% |
Charles Corkery PUREfi Wealth, LLC | 1,085 | $263,026 | $260,031.1 | -$2,994.9 | -1.14% |
James Rankin Modern Wealth Management, LLC | 2,872 | $621,085.14 | $727,247.84 | $106,162.7 | 17.09% |
KKM Financial LLC KKM Financial LLC | 3,484 | $445,072.78 | $882,218.48 | $437,145.7 | 98.22% |
Joseph C. Gissy Tactive Advisors, LLC | 1,550 | $334,799.5 | $371,473 | $36,673.5 | 10.95% |
David Vollmer PFS Partners, LLC | 191 | $35,009.97 | $45,775.06 | $10,765.09 | 30.75% |