| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Saltonstall Sandy Cove Advisors LLC | 1,923 | $208,318.59 | $360,197.13 | $151,878.54 | 72.91% |
John Gorlow Cardiff Park Advisors LLC | 800 | $94,280 | $148,932 | $54,652 | 57.97% |
Kristofer Gray Integrity Financial Corp. /WA | 743 | $80,454.63 | $138,446.9 | $57,992.27 | 72.08% |
Mariana Coli Dunhill Financial LLC | 62 | $7,234.78 | $11,624.07 | $4,389.29 | 60.67% |
Victoria Latham Fiduciary Alliance LLC | 3,056 | $291,280.34 | $566,368.48 | $275,088.14 | 94.44% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,841 | $214,531.73 | $345,380.8 | $130,849.07 | 60.99% |
Lucas Mosher SP Asset Management LLC | 2,262 | $300,267.62 | $423,864.87 | $123,597.25 | 41.16% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 2,217 | $207,176.31 | $414,545.74 | $207,369.43 | 100.09% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 9,273 | $1.09M | $1.74M | $646,349.14 | 59.12% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 2,112 | $211,348 | $396,242.88 | $184,894.88 | 87.48% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 52 | $8,239 | $9,622.08 | $1,383.08 | 16.79% |
David Kronour Kapstone Financial Advisors LLC | 2,051 | $334,188.02 | $384,716.32 | $50,528.3 | 15.12% |
Michael Yoder Yoder Wealth Management Inc. | 2,190 | $219,153 | $408,314.55 | $189,161.55 | 86.31% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 6,354 | $1.05M | $1.18M | $130,336.39 | 12.37% |
Nemes Rush Group LLC Nemes Rush Group LLC | 17 | $1,841.62 | $3,178.06 | $1,336.44 | 72.57% |
John Shanley Aspect Partners, LLC | 2,342 | $272,913 | $435,272.41 | $162,359.41 | 59.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,947 | $1.22M | $1.67M | $447,520.25 | 36.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,421 | $683,518.4 | $1.01M | $321,778.94 | 47.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,120 | $383,593.62 | $578,588.4 | $194,994.78 | 50.83% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,000 | $837,540 | $1.12M | $280,170 | 33.45% |