| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,402 | $305,639.59 | $391,298.03 | $85,658.44 | 28.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,389 | $411,774.91 | $506,007.81 | $94,232.9 | 22.88% |
| MWS MFA Wealth Services MFA Wealth Services | 23,535 | $2.18M | $2.71M | $525,223.68 | 24.04% |
Alisha Arvold Christopher J. Hasenberg, Inc | 179 | $16,801.65 | $20,611.85 | $3,810.2 | 22.68% |
Norden Group LLC NORDEN GROUP LLC | 4,422 | $422,257 | $508,618.43 | $86,361.43 | 20.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,260 | $2.5M | $3.13M | $636,449.57 | 25.49% |
Marilou Davido WFA Asset Management Corp | 32 | $2,894.08 | $3,683.84 | $789.76 | 27.29% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,989 | $642,718.93 | $691,190.49 | $48,471.56 | 7.54% |
NICOLE MARTIN Arlington Trust Co LLC | 480 | $40,478.41 | $55,209.6 | $14,731.19 | 36.39% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,904 | $209,753 | $218,807.68 | $9,054.68 | 4.32% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 65,412 | $6.26M | $7.52M | $1.27M | 20.27% |
Syon Capital LLC SYON CAPITAL LLC | 13,239 | $1.01M | $1.53M | $512,635.7 | 50.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 49,111 | $4.7M | $5.65M | $953,217.24 | 20.28% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,191 | $452,989.07 | $597,951.29 | $144,962.22 | 32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 173,977 | $15.8M | $20.03M | $4.22M | 26.72% |
James Rankin Modern Wealth Management, LLC | 247,856 | $26.69M | $28.57M | $1.88M | 7.04% |
Amir Har-El Savvy Advisors, Inc. | 7,722 | $803,640.27 | $891,196.02 | $87,555.75 | 10.89% |
United Advisor Group LLC United Advisor Group, LLC | 5,109 | $501,662.28 | $588,096.99 | $86,434.71 | 17.23% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 16,398 | $1.38M | $1.89M | $500,894.68 | 36.17% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,971 | $565,185.75 | $686,008.19 | $120,822.44 | 21.38% |