| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 39,677 | $1.5M | $1.82M | $322,177.24 | 21.45% |
Kevin Zemann WealthPlan Investment Management LLC | 7,272 | $308,841.84 | $334,366.56 | $25,524.72 | 8.26% |
Nolan Baker Retirement Guys Formula LLC | 40,076 | $1.71M | $1.84M | $130,647.76 | 7.63% |
Rachel Faulk Cape Investment Advisory Inc. | 15,670 | $677,727.74 | $720,506.6 | $42,778.86 | 6.31% |
Matthew Zienty Cardinal Point Capital Management ULC | 6,295 | $223,085.14 | $289,444.1 | $66,358.96 | 29.75% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,704 | $72,368.88 | $79,610.88 | $7,242 | 10.01% |
Matthew C. Jessup Jessup Wealth Management Inc. | 10,530 | $447,209.59 | $491,529.87 | $44,320.28 | 9.91% |
Walter J. West Milestone Asset Management LLC | 13,608 | $422,256.08 | $625,695.84 | $203,439.76 | 48.18% |
Steven Trigili Garden State Investment Advisory Services LLC | 5,050 | $214,473.96 | $235,728.95 | $21,254.99 | 9.91% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 7,078 | $261,082.49 | $325,446.44 | $64,363.95 | 24.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,186 | $273,338.94 | $330,412.28 | $57,073.34 | 20.88% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 21,463 | $911,533.96 | $1M | $91,217.4 | 10.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 147,105 | $6.25M | $6.76M | $516,339.3 | 8.26% |
PETER KRUSSEL Southland Equity Partners LLC | 82,461 | $2.54M | $3.79M | $1.25M | 49.34% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 5,874 | $237,910.04 | $270,086.52 | $32,176.48 | 13.52% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 20,099 | $632,044.19 | $924,152.02 | $292,107.83 | 46.22% |
Robert R Schulz Schulz Wealth, LTD. | 22,035 | $735,307.91 | $1.03M | $291,963.79 | 39.71% |
Brian Distler Lakeridge Wealth Management LLC | 8,942 | $346,261.81 | $411,153.16 | $64,891.35 | 18.74% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,761 | $147,385.85 | $172,930.78 | $25,544.93 | 17.33% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 11,233 | $397,290.64 | $516,493.34 | $119,202.7 | 30% |