| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,492 | $145,646.28 | $237,981.46 | $92,335.18 | 63.4% |
Jill Batley Gateway Wealth Partners LLC | 1,526 | $225,227 | $243,694.57 | $18,467.57 | 8.2% |
Brian Glas Noble Family Wealth, LLC | 3,600 | $360,576 | $590,112 | $229,536 | 63.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 32,128 | $4.68M | $5.27M | $591,251.32 | 12.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,517 | $224,418.65 | $248,666.64 | $24,247.99 | 10.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,740 | $193,887.88 | $285,220.8 | $91,332.92 | 47.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,528 | $340,840.39 | $414,389.76 | $73,549.37 | 21.58% |
KKM Financial LLC KKM Financial LLC | 8,640 | $1.03M | $1.47M | $431,994.67 | 41.79% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,389 | $202,619.24 | $227,684.88 | $25,065.64 | 12.37% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 240 | $25,449.85 | $39,340.8 | $13,890.95 | 54.58% |
Taylor Wagner Valued Wealth Advisors LLC | 41 | $4,897.12 | $6,720.72 | $1,823.6 | 37.24% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 7,330 | $843,680.69 | $1.23M | $384,754.01 | 45.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,332 | $2.84M | $3.26M | $419,901.72 | 14.77% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,119 | $586,174.19 | $675,186.48 | $89,012.29 | 15.19% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,090 | $124,652.4 | $178,672.8 | $54,020.4 | 43.34% |
Michael Herman Apollon Financial, LLC | 2,082 | $267,725.76 | $341,281.44 | $73,555.68 | 27.47% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,685 | $447,461 | $453,093.75 | $5,632.75 | 1.26% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,205 | $200,814 | $197,523.6 | -$3,290.4 | -1.64% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,374 | $385,893.68 | $553,066.08 | $167,172.4 | 43.32% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 6,813 | $918,060.63 | $1.15M | $229,112.31 | 24.96% |