| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Greer GSG Advisors LLC | 4,905 | $248,171.34 | $434,460.37 | $186,289.03 | 75.06% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,050 | $334,343.7 | $352,107 | $17,763.3 | 5.31% |
NICOLE MARTIN Arlington Trust Co LLC | 1,000 | $61,776 | $88,575 | $26,799 | 43.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,155 | $323,950.51 | $457,248.5 | $133,297.99 | 41.15% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 270 | $19,842.03 | $23,949 | $4,106.97 | 20.7% |
Stacey Cheek Wheelhouse Advisory Group LLC | 248,305 | $13.93M | $22M | $8.06M | 57.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,405 | $466,364.85 | $567,739.2 | $101,374.35 | 21.74% |
Mark Romin Lakeshore Financial Planning, Inc. | 8,285 | $595,414.45 | $731,565.5 | $136,151.05 | 22.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 275,890 | $20.11M | $24.47M | $4.36M | 21.66% |
James Rankin Modern Wealth Management, LLC | 11,880 | $792,546.08 | $1.05M | $261,209.92 | 32.96% |
Joseph C. Gissy Tactive Advisors, LLC | 64,540 | $3.81M | $5.72M | $1.9M | 49.86% |
Menachem Striks Morton Capital Management LLC/CA | 4,615 | $294,356.54 | $408,773.62 | $114,417.08 | 38.87% |
Amir Har-El Savvy Advisors, Inc. | 48,180 | $3.59M | $4.27M | $677,994.78 | 18.89% |
United Advisor Group LLC United Advisor Group, LLC | 8,580 | $619,878.38 | $761,046 | $141,167.62 | 22.77% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,130 | $442,930.87 | $632,431 | $189,500.13 | 42.78% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,335 | $72,538.56 | $118,414.5 | $45,875.94 | 63.24% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 55 | $4,156.02 | $4,871.9 | $715.88 | 17.23% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 44,640 | $3.69M | $3.96M | $274,357.44 | 7.44% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,470 | $1.06M | $1.28M | $222,056.62 | 20.95% |
Taylor Wagner Valued Wealth Advisors LLC | 670 | $41,390.59 | $59,348.6 | $17,958.01 | 43.39% |