| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 1,027 | $242,731.56 | $288,751.32 | $46,019.76 | 18.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,868 | $678,783.75 | $815,401.08 | $136,617.33 | 20.13% |
Annmarie Young KPP Advisory Services LLC | 862 | $235,869 | $243,381.39 | $7,512.39 | 3.18% |
Thomas Dobbins New Republic Capital, LLC | 2,495 | $330,338.32 | $704,450.77 | $374,112.45 | 113.25% |
John Hayes LongView Wealth Management | 4,790 | $820,971.26 | $1.36M | $536,802.14 | 65.39% |
Andrew Agosta Prosperity Financial Group, Inc. | 1,663 | $240,237.08 | $472,616.28 | $232,379.2 | 96.73% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,411 | $302,231.48 | $398,882.64 | $96,651.16 | 31.98% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 6,475 | $1.36M | $1.84M | $485,202.99 | 35.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,876 | $449,184.96 | $533,384.34 | $84,199.38 | 18.74% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,217 | $1.15M | $1.2M | $42,781.17 | 3.71% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,984 | $422,288.54 | $564,824.96 | $142,536.42 | 33.75% |
Kevin Bresler TD Waterhouse Canada Inc. | 400 | $95,272 | $112,432 | $17,160 | 18.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,170 | $3.06M | $3.42M | $358,622.45 | 11.71% |
James Rankin Modern Wealth Management, LLC | 751 | $140,477.09 | $213,828.47 | $73,351.38 | 52.22% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,269 | $408,856.95 | $637,770.52 | $228,913.57 | 55.99% |
Amir Har-El Savvy Advisors, Inc. | 2,779 | $698,025.51 | $789,555.58 | $91,530.07 | 13.11% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,172 | $781,422.27 | $896,201.02 | $114,778.75 | 14.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 300 | $70,905 | $85,416 | $14,511 | 20.47% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,436 | $668,656.75 | $965,790.88 | $297,134.13 | 44.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,208 | $911,292.89 | $1.2M | $285,125.71 | 31.29% |