| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PBO Paul B. Ordonio Park Place Capital Corp. | 265 | $4,637.5 | $4,748.8 | $111.3 | 2.4% |
Kevin Kroskey True Wealth Design LLC | 4,247 | $61,004.45 | $76,106.24 | $15,101.79 | 24.76% |
Beth Zilka Baron Wealth Management LLC | 55,179 | $676,139.25 | $988,807.68 | $312,668.43 | 46.24% |
| SB Scott Boyce Decker Retirement Planning Inc. | 15 | $257 | $268.8 | $11.8 | 4.59% |
| DD Damir Durkovic Entropy Technologies, LP | 120,979 | $1.55M | $2.17M | $613,494.49 | 39.47% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 489 | $8,622 | $8,762.88 | $140.88 | 1.63% |
Alexandra Stickelman Root Financial Partners, LLC | 791 | $11,979.84 | $14,174.72 | $2,194.88 | 18.32% |
Courtney Holt Compound Planning, Inc. | 64,207 | $845,096.38 | $1.15M | $305,493.06 | 36.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 154 | $2,695 | $2,759.68 | $64.68 | 2.4% |
Norden Group LLC NORDEN GROUP LLC | 16,644 | $226,021.55 | $298,260.48 | $72,238.93 | 31.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,714 | $444,297.57 | $478,714.88 | $34,417.31 | 7.75% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 558,069 | $7.11M | $10M | $2.89M | 40.56% |
NICOLE MARTIN Arlington Trust Co LLC | 288 | $4,291 | $5,160.96 | $869.96 | 20.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 33,894 | $388,552.38 | $607,380.48 | $218,828.1 | 56.32% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 617 | $10,798 | $11,056.64 | $258.64 | 2.4% |
Syon Capital LLC SYON CAPITAL LLC | 21,181 | $319,693.67 | $379,563.52 | $59,869.85 | 18.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 26,698 | $425,444.51 | $478,428.16 | $52,983.65 | 12.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,646 | $580,825.91 | $656,696.32 | $75,870.41 | 13.06% |
Benj Foor Frazier Financial Advisors, LLC | 77 | $1,148 | $1,379.84 | $231.84 | 20.2% |
Amir Har-El Savvy Advisors, Inc. | 14,065 | $236,169.74 | $252,044.8 | $15,875.06 | 6.72% |