| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 14,013 | $928,590.98 | $1.98M | $1.05M | 113.46% |
Jeffrey Gilbert Balboa Wealth Partners | 3,897 | $563,038.56 | $555,907.01 | -$7,131.55 | -1.27% |
Edward Lowndes Angeles Wealth Management LLC | 2,235 | $200,125.4 | $318,822.73 | $118,697.33 | 59.31% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 2,400 | $221,616 | $336,672 | $115,056 | 51.92% |
Mark Mowrey Signature Resources Capital Management LLC | 1,950 | $132,951.12 | $270,250.5 | $137,299.38 | 103.27% |
Rachel Faulk Cape Investment Advisory Inc. | 1,272 | $183,779 | $179,924.4 | -$3,854.6 | -2.1% |
Mariana Coli Dunhill Financial LLC | 1,267 | $128,876.21 | $179,217.15 | $50,340.94 | 39.06% |
Lukas Lindgren Abound Wealth Management | 219 | $16,588 | $31,012.59 | $14,424.59 | 86.96% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,600 | $239,096 | $382,382.02 | $143,286.02 | 59.93% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 68,795 | $3.37M | $9.65M | $6.28M | 186.38% |
Lucas Mosher SP Asset Management LLC | 44,314 | $2.01M | $6.32M | $4.31M | 214.86% |
Amy Ardeel Icon Wealth Advisors LLC | 23,977 | $1.97M | $3.42M | $1.45M | 73.7% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,074 | $155,172 | $153,206.09 | -$1,965.91 | -1.27% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,467 | $211,916 | $209,267.55 | -$2,648.45 | -1.25% |
Moises Valladares Insigneo Advisory Services LLC | 3,218 | $364,121.55 | $452,032.46 | $87,910.91 | 24.14% |
John Canning Mi LLCreek Capital Advisors LLC | 3,000 | $204,540 | $441,210.02 | $236,670.02 | 115.71% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,494 | $215,853 | $219,722.59 | $3,869.59 | 1.79% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,731 | $1.13M | $2.1M | $971,306.86 | 85.95% |
Rick Mordesovich Sonoma Private Wealth LLC | 7,177 | $419,282.7 | $1.01M | $593,284.34 | 141.5% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,553 | $366,685.69 | $506,835.41 | $140,149.72 | 38.22% |