| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,989 | $255,808.84 | $324,604.8 | $68,795.96 | 26.89% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,666 | $973,506.87 | $1.09M | $114,384.33 | 11.75% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,274 | $277,346.46 | $371,116.8 | $93,770.34 | 33.81% |
Timothy Monaco Dechtman Wealth Management, LLC | 217,034 | $27.28M | $35.42M | $8.14M | 29.83% |
Alicia Fuschak Avid Wealth Partners LLC | 100,874 | $13.23M | $16.46M | $3.24M | 24.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,878 | $1.94M | $2.1M | $165,029.21 | 8.52% |
Marilou Davido WFA Asset Management Corp | 474 | $63,686.46 | $77,356.8 | $13,670.34 | 21.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 113 | $14,290.25 | $18,441.6 | $4,151.35 | 29.05% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,935 | $561,453.22 | $642,192 | $80,738.78 | 14.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,145 | $3.42M | $4.76M | $1.34M | 39.11% |
James Rankin Modern Wealth Management, LLC | 1,403 | $229,296 | $236,882.52 | $7,586.52 | 3.31% |
Menachem Striks Morton Capital Management LLC/CA | 1,430 | $233,734 | $233,376 | -$358 | -0.15% |
Amir Har-El Savvy Advisors, Inc. | 3,916 | $567,624 | $639,091.2 | $71,467.2 | 12.59% |
United Advisor Group LLC United Advisor Group, LLC | 1,263 | $206,437 | $206,121.6 | -$315.4 | -0.15% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 88 | $9,788 | $14,361.6 | $4,573.6 | 46.73% |
Donald Hatcher Solutions 4 Wealth, Ltd | 2,859 | $414,402.97 | $466,588.8 | $52,185.83 | 12.59% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,074 | $534,509 | $664,876.8 | $130,367.8 | 24.39% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,000 | $218,740.05 | $334,600 | $115,859.95 | 52.97% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,606 | $226,703 | $262,099.2 | $35,396.2 | 15.61% |
Cody Gehman Stonebridge Financial Group, LLC | 2,015 | $261,752.64 | $328,848 | $67,095.36 | 25.63% |