| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Berkeley Harrison Sterling Financial Group, Inc. | 4,670 | $1.03M | $1.98M | $953,567.3 | 92.53% |
Andrew Agosta Prosperity Financial Group, Inc. | 782 | $214,074.45 | $332,248.34 | $118,173.89 | 55.2% |
Bradley Harsch Strategic Advocates LLC | 5 | $1,755 | $2,214.75 | $459.75 | 26.2% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,448 | $1.2M | $2.31M | $1.11M | 92.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,146 | $816,394.03 | $911,771.02 | $95,376.99 | 11.68% |
Dina Fliss Global View Capital Management LLC | 1,511 | $582,186.4 | $641,978.57 | $59,792.17 | 10.27% |
Kevin Orr Centennial Bank/AR/ | 207 | $70,667.55 | $91,113.12 | $20,445.57 | 28.93% |
Jon Greer GSG Advisors LLC | 517 | $220,636 | $229,005.15 | $8,369.15 | 3.79% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,036 | $1.17M | $1.29M | $115,403.55 | 9.83% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 6,208 | $2.08M | $2.73M | $657,489.28 | 31.69% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 734 | $200,925.45 | $311,854.58 | $110,929.13 | 55.21% |
Syon Capital LLC SYON CAPITAL LLC | 3,639 | $1.55M | $1.61M | $58,587.5 | 3.78% |
Mark Romin Lakeshore Financial Planning, Inc. | 8,897 | $2.18M | $3.78M | $1.6M | 73.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,136 | $3.53M | $3.88M | $347,362.58 | 9.83% |
James Rankin Modern Wealth Management, LLC | 7,680 | $2.99M | $3.4M | $407,631.56 | 13.63% |
Menachem Striks Morton Capital Management LLC/CA | 474 | $202,114 | $201,388.38 | -$725.62 | -0.36% |
Benj Foor Frazier Financial Advisors, LLC | 31 | $8,622.26 | $13,644.96 | $5,022.7 | 58.25% |
Derek Ripp Austin Wealth Management, LLC | 490 | $207,471 | $208,186.3 | $715.3 | 0.34% |
Amir Har-El Savvy Advisors, Inc. | 11,860 | $4.49M | $5.04M | $544,898.97 | 12.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17,766 | $5.48M | $7.55M | $2.06M | 37.65% |