| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Denise Reinert CGC Financial Services, LLC | 75 | $4,509 | $5,189.25 | $680.25 | 15.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,012 | $1.28M | $1.45M | $178,820.15 | 14.03% |
MICHAEL DE LUZ Williams & Novak, LLC | 13,367 | $811,112 | $924,862.73 | $113,750.73 | 14.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 44,424 | $2.51M | $3.07M | $562,002.67 | 22.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 306,114 | $18.21M | $21.18M | $2.97M | 16.31% |
Benj Foor Frazier Financial Advisors, LLC | 763 | $45,785.96 | $54,302.71 | $8,516.75 | 18.6% |
Kevin M. Fox Fox Financial, Inc | 13,719 | $706,768.72 | $949,217.61 | $242,448.89 | 34.3% |
United Advisor Group LLC United Advisor Group, LLC | 5,003 | $271,312.73 | $346,157.57 | $74,844.84 | 27.59% |
Jon Deven Mouton CAP Partners, LLC | 11,361 | $584,064.57 | $786,067.59 | $202,003.02 | 34.59% |
Andrea Butler Sequent Planning LLC | 32,256 | $1.82M | $2.3M | $482,525.51 | 26.57% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 14,013 | $747,980.74 | $969,559.47 | $221,578.73 | 29.62% |
RENEE BRUNNER Elite Life Management LLC | 6,267 | $343,264.1 | $433,613.73 | $90,349.63 | 26.32% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,210 | $805,418.05 | $913,999.9 | $108,581.85 | 13.48% |
Michael Herman Apollon Financial, LLC | 11,904 | $615,888.44 | $823,637.76 | $207,749.32 | 33.73% |
Jonathan Chatfield LM Advisors LLC | 574,567 | $38.82M | $40.84M | $2.02M | 5.19% |
Angela Mari Abich Financial Wealth Management LLC | 8 | $482 | $553.52 | $71.52 | 14.84% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 9,300 | $479,467.55 | $661,881 | $182,413.45 | 38.05% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,467 | $516,271.35 | $603,443.09 | $87,171.74 | 16.88% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 66,725 | $3.89M | $4.75M | $860,845.98 | 22.14% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 26,168 | $1.39M | $1.86M | $475,021.93 | 34.24% |