| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Greer GSG Advisors LLC | 4,903 | $248,070.17 | $442,299.63 | $194,229.46 | 78.3% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,050 | $334,343.7 | $349,636.5 | $15,292.8 | 4.57% |
Jae Cho Marex Group plc | 7,762 | $682,357 | $704,168.64 | $21,811.64 | 3.2% |
NICOLE MARTIN Arlington Trust Co LLC | 1,000 | $61,776 | $86,330 | $24,554 | 39.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,665 | $368,784.6 | $489,059.45 | $120,274.85 | 32.61% |
Stacey Cheek Wheelhouse Advisory Group LLC | 254,581 | $14.48M | $21.98M | $7.49M | 51.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,210 | $312,529.35 | $363,449.3 | $50,919.95 | 16.29% |
Mark Romin Lakeshore Financial Planning, Inc. | 8,388 | $604,469.56 | $724,136.04 | $119,666.48 | 19.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 275,890 | $20.11M | $23.82M | $3.7M | 18.41% |
James Rankin Modern Wealth Management, LLC | 12,698 | $864,457.99 | $1.15M | $287,504.57 | 33.26% |
Joseph C. Gissy Tactive Advisors, LLC | 64,540 | $3.81M | $5.57M | $1.76M | 46.06% |
Menachem Striks Morton Capital Management LLC/CA | 6,805 | $486,879.58 | $587,475.65 | $100,596.07 | 20.66% |
Amir Har-El Savvy Advisors, Inc. | 48,180 | $3.59M | $4.16M | $569,589.78 | 15.87% |
United Advisor Group LLC United Advisor Group, LLC | 8,652 | $626,207.62 | $746,927.16 | $120,719.54 | 19.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,130 | $442,930.87 | $615,532.9 | $172,602.03 | 38.97% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,335 | $72,538.56 | $115,250.55 | $42,711.99 | 58.88% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 50,516 | $4.2M | $4.56M | $355,275.56 | 8.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,470 | $1.06M | $1.25M | $189,499.12 | 17.88% |
Taylor Wagner Valued Wealth Advisors LLC | 629 | $38,857.73 | $54,301.57 | $15,443.84 | 39.74% |
Cody Gehman Stonebridge Financial Group, LLC | 5,125 | $361,801.55 | $442,441.25 | $80,639.7 | 22.29% |