| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Harsch Strategic Advocates LLC | 6,569 | $372,106.96 | $446,692 | $74,585.04 | 20.04% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 15,800 | $896,523.6 | $1.08M | $179,298.4 | 20% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,516 | $1.18M | $1.32M | $145,791.2 | 12.38% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 100 | $5,725 | $6,690 | $965 | 16.86% |
Kevin Orr Centennial Bank/AR/ | 299 | $17,423 | $20,332 | $2,909 | 16.7% |
NICOLE MARTIN Arlington Trust Co LLC | 280 | $17,259 | $19,040 | $1,781 | 10.32% |
Kevin Bresler TD Waterhouse Canada Inc. | 24,446 | $1.48M | $1.66M | $181,609.37 | 12.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 148,586 | $9.59M | $10.1M | $510,406.96 | 5.32% |
KKM Financial LLC KKM Financial LLC | 4,540 | $259,905.92 | $308,720 | $48,814.08 | 18.78% |
Benj Foor Frazier Financial Advisors, LLC | 807 | $46,166.81 | $54,843.72 | $8,676.91 | 18.79% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,750 | $214,680 | $254,850 | $40,170 | 18.71% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 13,625 | $781,438.44 | $926,500 | $145,061.56 | 18.56% |
Joshua Stipcich Tidemark, LLC | 705 | $43,628.64 | $47,936.47 | $4,307.83 | 9.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 41,095 | $2.69M | $2.8M | $110,339.59 | 4.1% |
Carol Smith Access Investment Management LLC | 125 | $7,060 | $8,499.37 | $1,439.37 | 20.39% |
Matthew Stead Sachetta, LLC | 10,075 | $569,186.53 | $672,405.5 | $103,218.97 | 18.13% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 13,258 | $790,682.36 | $901,477.71 | $110,795.35 | 14.01% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,866 | $246,349.37 | $331,788.21 | $85,438.84 | 34.68% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,375 | $135,964 | $161,690 | $25,726 | 18.92% |
Amy Taylor Pingora Partners LLC | 4,886 | $279,832.3 | $332,223.57 | $52,391.27 | 18.72% |