| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glas Noble Family Wealth, LLC | 3,600 | $360,576 | $589,068 | $228,492 | 63.37% |
Alexandra Stickelman Root Financial Partners, LLC | 334 | $48,951.83 | $54,523.83 | $5,572 | 11.38% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 31,569 | $4.58M | $5.15M | $563,417 | 12.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,395 | $344,556.39 | $390,001.8 | $45,445.41 | 13.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 368 | $54,295 | $60,131.2 | $5,836.2 | 10.75% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,757 | $195,804.46 | $287,093.8 | $91,289.34 | 46.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,528 | $340,840.39 | $413,075.2 | $72,234.81 | 21.19% |
KKM Financial LLC KKM Financial LLC | 13,726 | $1.62M | $2.24M | $623,431.74 | 38.59% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,429 | $208,454.21 | $233,498.6 | $25,044.39 | 12.01% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 240 | $25,449.85 | $39,216 | $13,766.15 | 54.09% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 30 | $4,434 | $4,902 | $468 | 10.55% |
Taylor Wagner Valued Wealth Advisors LLC | 41 | $4,897.12 | $6,699.4 | $1,802.28 | 36.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 7,330 | $843,680.69 | $1.2M | $354,041.31 | 41.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,332 | $2.84M | $3.15M | $306,036.24 | 10.77% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 4,119 | $586,174.19 | $671,932.47 | $85,758.28 | 14.63% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,090 | $124,652.4 | $177,593.7 | $52,941.3 | 42.47% |
Michael Herman Apollon Financial, LLC | 2,042 | $261,059.77 | $332,703.06 | $71,643.29 | 27.44% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,615 | $413,455.14 | $589,226.92 | $175,771.78 | 42.51% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 6,356 | $841,896.31 | $1.04M | $194,099.91 | 23.06% |
Kayla Tweedy JBR Co Financial Management Inc | 11,423 | $1.31M | $1.86M | $550,499.71 | 41.98% |