| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 1,700 | $241,927 | $267,206 | $25,279 | 10.45% |
Victoria Latham Fiduciary Alliance LLC | 1,768 | $220,822.98 | $276,913 | $56,090.02 | 25.4% |
Michael Snyder Beaumont Financial Advisors LLC | 1,534 | $218,304 | $240,838 | $22,534 | 10.32% |
Dean Pelos Commonwealth Retirement Investments LLC | 311 | $51,828 | $48,802.12 | -$3,025.88 | -5.84% |
John Canning Mi LLCreek Capital Advisors LLC | 2,200 | $212,212 | $346,214 | $134,002 | 63.15% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,492 | $145,646.28 | $236,243.28 | $90,597 | 62.2% |
| JC Jared Calvert Buck Wealth Strategies LLC | 148 | $24,664 | $23,113.16 | -$1,550.84 | -6.29% |
Jacob Going Alpine Bank Wealth Management | 140 | $21,472 | $21,968.8 | $496.8 | 2.31% |
Brian Glas Noble Family Wealth, LLC | 3,600 | $360,576 | $562,536 | $201,960 | 56.01% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 32,128 | $4.68M | $5.01M | $335,351.8 | 7.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,742 | $258,918.7 | $270,915.84 | $11,997.14 | 4.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,740 | $193,887.88 | $273,040.8 | $79,152.92 | 40.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,690 | $534,463.92 | $579,034.8 | $44,570.88 | 8.34% |
KKM Financial LLC KKM Financial LLC | 8,640 | $1.03M | $1.37M | $331,727.56 | 32.09% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,389 | $202,619.24 | $219,010.57 | $16,391.33 | 8.09% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 240 | $25,449.85 | $37,555.2 | $12,105.35 | 47.57% |
Taylor Wagner Valued Wealth Advisors LLC | 41 | $4,897.12 | $6,429.21 | $1,532.09 | 31.29% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 7,330 | $843,680.69 | $1.15M | $308,228.81 | 36.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,332 | $2.84M | $3.01M | $164,139.36 | 5.77% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,119 | $586,174.19 | $651,378.66 | $65,204.47 | 11.12% |