| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 2,565 | $307,442.62 | $325,318.95 | $17,876.33 | 5.81% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 10,000 | $1.28M | $1.28M | $7,400 | 0.58% |
Ryan Payne Payne Capital Management, LLC | 2,000 | $221,160 | $256,720 | $35,560 | 16.08% |
NICOLE MARTIN Arlington Trust Co LLC | 800 | $90,280.17 | $102,920 | $12,639.83 | 14% |
Syon Capital LLC SYON CAPITAL LLC | 23,258 | $2.68M | $2.98M | $300,633.9 | 11.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,875 | $302,746.57 | $370,903.75 | $68,157.18 | 22.51% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 404 | $30,204 | $52,463.44 | $22,259.44 | 73.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,536 | $450,755.89 | $456,179.36 | $5,423.47 | 1.2% |
James Rankin Modern Wealth Management, LLC | 2,289 | $222,207.79 | $293,861.82 | $71,654.03 | 32.25% |
KKM Financial LLC KKM Financial LLC | 25,284 | $2.66M | $3.28M | $617,773.41 | 23.2% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,241 | $407,291.54 | $421,654.1 | $14,362.56 | 3.53% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 295 | $22,010.22 | $37,941.42 | $15,931.2 | 72.38% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 120 | $10,469 | $15,495 | $5,026 | 48.01% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,727 | $352,911.89 | $480,894.81 | $127,982.92 | 36.26% |
Brad Sayre Shared Vision Wealth Group LLC | 3,159 | $371,688 | $405,820.93 | $34,132.93 | 9.18% |
Curtis Burkholder Bare Financial Services, Inc | 688 | $58,762 | $88,442.4 | $29,680.4 | 50.51% |
Joshua Stipcich Tidemark, LLC | 8,500 | $1.01M | $1.09M | $72,440.55 | 7.14% |
Andrea Butler Sequent Planning LLC | 1,830 | $215,303 | $236,234.7 | $20,931.7 | 9.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,245 | $3.15M | $3.07M | -$73,462.31 | -2.33% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,272 | $497,902.59 | $684,437.4 | $186,534.81 | 37.46% |