| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Henry Continuum Wealth Advisors LLC | 4,598 | $233,020.51 | $644,754.55 | $411,734.04 | 176.69% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 1,690 | $244,171 | $241,078.5 | -$3,092.5 | -1.27% |
| PIL PFG Investments LLC PFG Investments LLC | 3,248 | $303,445.91 | $458,032.96 | $154,587.05 | 50.94% |
Gregory Bosch Strategies Wealth Advisors, LLC | 9,072 | $589,509.35 | $1.33M | $744,709.75 | 126.33% |
Katherine Stoner Empower Advisory Group, LLC | 4,563 | $344,794.21 | $650,911.9 | $306,117.69 | 88.78% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,499 | $211,212 | $220,457.94 | $9,245.94 | 4.38% |
| MRC Martin R. Curiel MYECFO, LLC | 1,400 | $202,272 | $205,898.01 | $3,626.01 | 1.79% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 15,149 | $987,226.76 | $2.13M | $1.14M | 115.57% |
Norden Group LLC NORDEN GROUP LLC | 3,687 | $363,296.05 | $512,622.04 | $149,325.99 | 41.1% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 21,800 | $977,294 | $3.08M | $2.11M | 215.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,112 | $1.91M | $2.58M | $678,072.89 | 35.58% |
Mathieu Cornu Pictet Asset Management Holding SA | 711,470 | $70.81M | $100.64M | $29.83M | 42.13% |
NICOLE MARTIN Arlington Trust Co LLC | 2,000 | $151,479.99 | $281,090 | $129,610.01 | 85.56% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,590 | $229,723 | $226,813.5 | -$2,909.5 | -1.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,770 | $575,414.62 | $816,166.5 | $240,751.88 | 41.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,771 | $1.53M | $2.37M | $846,904.4 | 55.52% |
Mark Weber DecisionMap Wealth Management, LLC | 2,270 | $236,991.88 | $323,815.5 | $86,823.62 | 36.64% |
David Vollmer PFS Partners, LLC | 376 | $24,300.66 | $53,636.4 | $29,335.74 | 120.72% |
Benj Foor Frazier Financial Advisors, LLC | 137 | $9,492.9 | $19,543.05 | $10,050.15 | 105.87% |
Amir Har-El Savvy Advisors, Inc. | 3,222 | $273,224.48 | $452,191.59 | $178,967.11 | 65.5% |