| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Lewis Genesis Private Wealth LLC | 3,045 | $194,584 | $245,883.75 | $51,299.75 | 26.36% |
Paul B. Ordonio Park Place Capital Corp. | 5,727 | $376,025.87 | $453,807.48 | $77,781.61 | 20.69% |
Kevin Kroskey True Wealth Design LLC | 661 | $50,398.17 | $52,265.27 | $1,867.1 | 3.7% |
Jill Batley Gateway Wealth Partners LLC | 3,955 | $334,591.57 | $320,532.97 | -$14,058.6 | -4.2% |
| PIL PFG Investments LLC PFG Investments LLC | 10,485 | $699,522.06 | $831,775.05 | $132,252.99 | 18.91% |
| JC Jared Calvert Buck Wealth Strategies LLC | 212 | $17,568 | $16,819.02 | -$748.98 | -4.26% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 33 | $2,587.82 | $2,611.29 | $23.47 | 0.91% |
Courtney Holt Compound Planning, Inc. | 15,019 | $1.08M | $1.19M | $108,009.53 | 9.96% |
Nemes Rush Group LLC Nemes Rush Group LLC | 47 | $3,635.59 | $3,726.16 | $90.57 | 2.49% |
Scott Kapusta First County Bank /CT/ | 5,706 | $370,133.59 | $460,160.37 | $90,026.78 | 24.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,122 | $419,040.14 | $485,811.31 | $66,771.17 | 15.93% |
John Hayes LongView Wealth Management | 3,047 | $209,938.52 | $247,324.99 | $37,386.47 | 17.81% |
Peter Sigismondi Ramirez Asset Management, Inc. | 80,618 | $6.04M | $6.54M | $496,042.79 | 8.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,905 | $605,750.73 | $620,621.55 | $14,870.82 | 2.45% |
Marilou Davido WFA Asset Management Corp | 631 | $45,092.62 | $51,189.87 | $6,097.25 | 13.52% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 109,112 | $8.37M | $8.66M | $290,144.85 | 3.47% |
NICOLE MARTIN Arlington Trust Co LLC | 22 | $1,861 | $1,783.54 | -$77.46 | -4.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,531 | $1.64M | $1.94M | $302,716.35 | 18.49% |
Syon Capital LLC SYON CAPITAL LLC | 17,458 | $1.24M | $1.39M | $148,556.64 | 12.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,097 | $1.64M | $1.55M | -$92,948.03 | -5.65% |