| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 125,086 | $6.66M | $7.32M | $659,833.04 | 9.91% |
Jesse Steele Etesian Wealth Advisors, Inc. | 25,484 | $1.37M | $1.51M | $143,179.13 | 10.45% |
Christopher Barr Red Mountain Financial, LLC | 4,265 | $245,290.63 | $253,319.67 | $8,029.04 | 3.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 45,731 | $2.55M | $2.72M | $167,632.86 | 6.57% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,447 | $80,135.47 | $86,009.68 | $5,874.21 | 7.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,658 | $250,936.21 | $276,592.04 | $25,655.83 | 10.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 106,519 | $5.85M | $6.33M | $483,303.99 | 8.26% |
Joseph C. Gissy Tactive Advisors, LLC | 20,080 | $1.1M | $1.19M | $94,081.15 | 8.57% |
Amir Har-El Savvy Advisors, Inc. | 15,845 | $893,083.19 | $941,113.77 | $48,030.58 | 5.38% |
David W. Lewis Lewis Asset Management, LLC | 18,081 | $997,091.14 | $1.07M | $77,643.5 | 7.79% |
Owen McCabe Tyche Wealth Partners LLC | 12,580 | $701,132.63 | $747,755.2 | $46,622.57 | 6.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 200 | $11,104 | $11,879 | $775 | 6.98% |
PETER KRUSSEL Southland Equity Partners LLC | 10,234 | $540,178.13 | $606,845.5 | $66,667.37 | 12.34% |
Jon Deven Mouton CAP Partners, LLC | 13,161 | $669,247.28 | $782,289.84 | $113,042.56 | 16.89% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,681 | $782,411.01 | $871,977.99 | $89,566.98 | 11.45% |
Cody Gehman Stonebridge Financial Group, LLC | 15,663 | $879,254.61 | $930,303.88 | $51,049.27 | 5.81% |
Kent Keister Bear Mountain Capital, Inc. | 546 | $30,069.7 | $32,429.67 | $2,359.97 | 7.85% |
Joshua Stipcich Tidemark, LLC | 3,827 | $207,464.9 | $227,591.69 | $20,126.79 | 9.7% |
Andrea Butler Sequent Planning LLC | 3,969 | $228,146.25 | $236,036.43 | $7,890.18 | 3.46% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 93 | $5,059.03 | $5,530.71 | $471.68 | 9.32% |