| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 76 | $2,605 | $4,283.36 | $1,678.36 | 64.43% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 46,664 | $2.03M | $2.63M | $599,374.87 | 29.52% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 19,194 | $781,862.67 | $1.08M | $299,911.17 | 38.36% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,782 | $222,835 | $213,153.52 | -$9,681.48 | -4.34% |
Andrew Agosta Prosperity Financial Group, Inc. | 53,394 | $2.21M | $3.01M | $801,580.46 | 36.31% |
Elliot Kallen Prosperity Wealth Management, Inc. | 5,279 | $200,267.38 | $297,524.44 | $97,257.06 | 48.56% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,084 | $222,823.98 | $286,534.24 | $63,710.26 | 28.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 107,163 | $5.32M | $6.04M | $716,866.19 | 13.47% |
Dina Fliss Global View Capital Management LLC | 13,267 | $654,293.41 | $747,728.12 | $93,434.71 | 14.28% |
Jon Greer GSG Advisors LLC | 7,809 | $239,285.82 | $456,748.41 | $217,462.59 | 90.88% |
NICOLE MARTIN Arlington Trust Co LLC | 250 | $9,432.65 | $14,090 | $4,657.35 | 49.37% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,723 | $690,719 | $660,708.28 | -$30,010.72 | -4.34% |
JOHN TERRILL Peoples Bank/KS | 3,655 | $185,711 | $205,995.8 | $20,284.8 | 10.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 28,311 | $1.41M | $1.6M | $190,332.55 | 13.54% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,087 | $153,629.17 | $230,343.32 | $76,714.15 | 49.93% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 27,259 | $1.09M | $1.54M | $448,657.21 | 41.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,854 | $1.8M | $2.3M | $499,896.63 | 27.73% |
RENEE PILKENTON Exchange Bank | 10,894 | $466,528.78 | $613,985.84 | $147,457.06 | 31.61% |
James Rankin Modern Wealth Management, LLC | 15,179 | $784,602.57 | $889,337.61 | $104,735.04 | 13.35% |
Benj Foor Frazier Financial Advisors, LLC | 219 | $10,431 | $12,767.7 | $2,336.7 | 22.4% |