| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 6,356 | $1.32M | $1.74M | $411,260.43 | 31.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,847 | $440,997.91 | $504,323.33 | $63,325.42 | 14.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,984 | $422,288.54 | $541,731.18 | $119,442.64 | 28.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 400 | $95,272 | $109,220 | $13,948 | 14.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,930 | $3M | $3.26M | $261,036.38 | 8.71% |
James Rankin Modern Wealth Management, LLC | 751 | $140,477.09 | $213,336.58 | $72,859.49 | 51.87% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,266 | $408,010.06 | $618,731.27 | $210,721.21 | 51.65% |
Amir Har-El Savvy Advisors, Inc. | 2,864 | $719,375.69 | $782,015.17 | $62,639.48 | 8.71% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,172 | $781,422.27 | $899,674.36 | $118,252.09 | 15.13% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 300 | $70,905 | $81,915 | $11,010 | 15.53% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,428 | $666,398.33 | $936,015.36 | $269,617.03 | 40.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,208 | $911,292.89 | $1.19M | $279,823.59 | 30.71% |
Chandler te Velde Maia Wealth LLC | 1,292 | $263,978.19 | $352,780.58 | $88,802.39 | 33.64% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 970 | $229,189 | $264,858.49 | $35,669.49 | 15.56% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,114 | $221,632.96 | $304,177.69 | $82,544.73 | 37.24% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,430 | $333,416.87 | $390,461.48 | $57,044.61 | 17.11% |
Michael Herman Apollon Financial, LLC | 2,391 | $414,265.55 | $652,862.52 | $238,596.97 | 57.6% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,198 | $710,637.44 | $1.19M | $477,648.44 | 67.21% |
| FTM F. Thomas Mosley Mosley Wealth Management | 50,608 | $13.78M | $13.82M | $38,164.08 | 0.28% |
Tammy Trenta FF Advisors,LLC | 802 | $201,438 | $218,986.09 | $17,548.09 | 8.71% |