| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 5,245 | $304,839 | $313,808.35 | $8,969.35 | 2.94% |
Eugene Donato KENNEDY INVESTMENT GROUP | 156,378 | $8.69M | $9.33M | $638,942.86 | 7.35% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 364 | $19,745.1 | $21,607 | $1,861.9 | 9.43% |
Chad Tobin Slagle Financial, LLC | 47,251 | $2.68M | $2.83M | $152,663.84 | 5.7% |
John Shanley Aspect Partners, LLC | 100 | $5,178 | $5,911 | $733 | 14.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 8,332 | $448,935.93 | $500,753.18 | $51,817.25 | 11.54% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 242,328 | $13.58M | $14.51M | $932,656.71 | 6.87% |
Andrew Agosta Prosperity Financial Group, Inc. | 9,603 | $523,775.63 | $572,818.95 | $49,043.32 | 9.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 206,318 | $11.64M | $12.4M | $756,380.12 | 6.5% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 4,680 | $287,616.89 | $280,706.4 | -$6,910.49 | -2.4% |
Jae Cho Marex Group plc | 3,804 | $233,794 | $227,555.28 | -$6,238.72 | -2.67% |
Jesse Steele Etesian Wealth Advisors, Inc. | 25,417 | $1.37M | $1.52M | $149,666.77 | 10.95% |
Christopher Barr Red Mountain Financial, LLC | 10,300 | $616,201.73 | $616,048.15 | -$153.58 | -0.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 51,625 | $2.91M | $3.1M | $189,800.8 | 6.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,858 | $262,974.58 | $291,965.8 | $28,991.22 | 11.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 156,440 | $8.92M | $9.4M | $485,705.81 | 5.45% |
Teresa Douberly Burford Brothers, Inc. | 3,587 | $220,457 | $213,964.55 | -$6,492.45 | -2.94% |
Amir Har-El Savvy Advisors, Inc. | 97,337 | $5.9M | $5.83M | -$76,442.04 | -1.3% |
David W. Lewis Lewis Asset Management, LLC | 21,121 | $1.19M | $1.25M | $63,125.95 | 5.3% |
Owen McCabe Tyche Wealth Partners LLC | 10,610 | $591,797.63 | $629,066.9 | $37,269.27 | 6.3% |