| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 6,790 | $620,673.9 | $713,561.07 | $92,887.17 | 14.97% |
Courtney Holt Compound Planning, Inc. | 2,785 | $263,989.42 | $292,675.64 | $28,686.22 | 10.87% |
John Shanley Aspect Partners, LLC | 712 | $68,085.94 | $74,824.08 | $6,738.14 | 9.9% |
Alisha Arvold Christopher J. Hasenberg, Inc | 14 | $1,382.22 | $1,471.26 | $89.04 | 6.44% |
Thomas Dobbins New Republic Capital, LLC | 70 | $6,702.5 | $7,238.7 | $536.2 | 8% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,690 | $637,890.01 | $703,052.07 | $65,162.06 | 10.22% |
Peter David N Soliman Second Line Capital, LLC | 2,730 | $259,545.53 | $282,582.3 | $23,036.77 | 8.88% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 4,595 | $402,554.37 | $474,893.25 | $72,338.88 | 17.97% |
Jae Cho Marex Group plc | 15,610 | $1.47M | $1.64M | $174,363.58 | 11.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,106 | $481,747.56 | $536,589.52 | $54,841.96 | 11.38% |
James Rankin Modern Wealth Management, LLC | 91,203 | $8.95M | $9.58M | $627,770.18 | 7.01% |
Jeffrey McGrath Cetera Trust Company, N.A | 300 | $27,423 | $31,053 | $3,630 | 13.24% |
Darin Sadow Freestone Grove Partners LP | 1 | $102 | $105.06 | $3.06 | 3% |
Julie Beswick Advantage Trust Co | 220 | $22,495 | $23,119.8 | $624.8 | 2.78% |
Kent Keister Bear Mountain Capital, Inc. | 2,388 | $222,294.66 | $250,954.91 | $28,660.25 | 12.89% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,983 | $202,782 | $208,393.46 | $5,611.46 | 2.77% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 7,298 | $668,964.48 | $764,027.62 | $95,063.14 | 14.21% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 353 | $32,860.07 | $36,539.03 | $3,678.96 | 11.2% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 228,908 | $20.83M | $23.69M | $2.86M | 13.75% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 7,837 | $716,380.16 | $809,953.95 | $93,573.79 | 13.06% |