| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 9,072 | $589,509.35 | $1.22M | $633,849.85 | 107.52% |
Alexandra Stickelman Root Financial Partners, LLC | 926 | $95,615.85 | $124,283.09 | $28,667.24 | 29.98% |
Katherine Stoner Empower Advisory Group, LLC | 4,563 | $344,794.21 | $612,423.04 | $267,628.83 | 77.62% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 15,149 | $987,226.76 | $2.03M | $1.05M | 105.95% |
Norden Group LLC NORDEN GROUP LLC | 3,880 | $381,117.66 | $521,394.4 | $140,276.74 | 36.81% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 21,800 | $977,294 | $2.93M | $1.95M | 199.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,031 | $1.61M | $2.13M | $515,950.48 | 32.05% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.15M | $113.06M | $154.87M | $41.81M | 36.98% |
NICOLE MARTIN Arlington Trust Co LLC | 2,000 | $151,479.99 | $268,670 | $117,190.01 | 77.36% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,590 | $229,723 | $213,592.65 | -$16,130.35 | -7.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,770 | $575,414.62 | $774,766.75 | $199,352.13 | 34.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,928 | $1.4M | $2.14M | $739,556.89 | 52.69% |
Mark Weber DecisionMap Wealth Management, LLC | 2,792 | $291,801.88 | $375,063.32 | $83,261.44 | 28.53% |
David Vollmer PFS Partners, LLC | 376 | $24,300.66 | $50,590.8 | $26,290.14 | 108.19% |
Benj Foor Frazier Financial Advisors, LLC | 137 | $9,492.9 | $18,433.35 | $8,940.45 | 94.18% |
Amir Har-El Savvy Advisors, Inc. | 3,035 | $246,210.35 | $407,524.62 | $161,314.27 | 65.52% |
United Advisor Group LLC United Advisor Group, LLC | 3,265 | $281,234.4 | $439,305.75 | $158,071.35 | 56.21% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 4,591 | $361,915.84 | $616,456.52 | $254,540.68 | 70.33% |
Joshua Stipcich Tidemark, LLC | 4,230 | $351,013.53 | $568,808.1 | $217,794.57 | 62.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,171 | $120,851.29 | $157,066.23 | $36,214.94 | 29.97% |