| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,122 | $213,635.69 | $294,558.12 | $80,922.43 | 37.88% |
Andrew Halac Talon Private Wealth, LLC | 2,958 | $202,762 | $211,156.83 | $8,394.83 | 4.14% |
Denise Reinert CGC Financial Services, LLC | 75 | $4,509 | $5,342.25 | $833.25 | 18.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,556 | $1.25M | $1.46M | $214,406.94 | 17.19% |
Kevin Bresler TD Waterhouse Canada Inc. | 44,424 | $2.51M | $3.15M | $642,410.11 | 25.58% |
Courtney Haddad Concurrent Investment Advisors, LLC | 359,730 | $21.88M | $25.54M | $3.66M | 16.71% |
Benj Foor Frazier Financial Advisors, LLC | 763 | $45,785.96 | $54,226.41 | $8,440.45 | 18.43% |
Kevin M. Fox Fox Financial, Inc | 13,163 | $678,184.66 | $933,849.03 | $255,664.37 | 37.7% |
United Advisor Group LLC United Advisor Group, LLC | 5,003 | $271,312.73 | $354,987.86 | $83,675.13 | 30.84% |
Jon Deven Mouton CAP Partners, LLC | 11,361 | $584,064.57 | $813,220.38 | $229,155.81 | 39.23% |
Andrea Butler Sequent Planning LLC | 32,256 | $1.82M | $2.3M | $483,009.35 | 26.59% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 14,013 | $747,980.74 | $1M | $252,477.39 | 33.75% |
RENEE BRUNNER Elite Life Management LLC | 6,267 | $343,264.1 | $447,620.47 | $104,356.37 | 30.4% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 23,461 | $1.51M | $1.67M | $155,221.74 | 10.26% |
Michael Herman Apollon Financial, LLC | 11,904 | $615,888.44 | $848,398.08 | $232,509.64 | 37.75% |
Jonathan Chatfield LM Advisors LLC | 574,567 | $38.82M | $41.04M | $2.21M | 5.69% |
Angela Mari Abich Financial Wealth Management LLC | 8 | $482 | $568.56 | $86.56 | 17.96% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 9,300 | $479,467.55 | $665,880 | $186,412.45 | 38.88% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,467 | $516,271.35 | $600,013.95 | $83,742.6 | 16.22% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 66,725 | $3.89M | $4.73M | $846,500.1 | 21.77% |