| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 32,396 | $1.28M | $1.59M | $307,169.12 | 23.93% |
Kevin Zemann WealthPlan Investment Management LLC | 28,294 | $1.31M | $1.39M | $74,600.62 | 5.69% |
| NB Nolan Baker Retirement Guys Formula LLC | 7,163 | $220,835.29 | $350,915.37 | $130,080.08 | 58.9% |
Matthew Zienty Cardinal Point Capital Management ULC | 18,408 | $674,189.06 | $897,758.16 | $223,569.1 | 33.16% |
Jeffrey D. Munjack JDM Financial Group LLC | 248 | $11,308.8 | $12,176.8 | $868 | 7.68% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 39,807 | $1.83M | $1.95M | $124,695.7 | 6.81% |
Matthew C. Jessup Jessup Wealth Management Inc. | 13,821 | $614,135.74 | $678,058.26 | $63,922.52 | 10.41% |
Andy Peters Goldstein Advisors LLC | 5,357 | $248,726 | $262,814.42 | $14,088.42 | 5.66% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 9,848 | $325,619.79 | $483,241.36 | $157,621.57 | 48.41% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 34,827 | $1.7M | $1.7M | -$1,566.35 | -0.09% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 6,378 | $258,208.92 | $312,904.68 | $54,695.76 | 21.18% |
Andrew Halac Talon Private Wealth, LLC | 110,664 | $5.09M | $5.43M | $342,227.84 | 6.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 70,347 | $2.96M | $3.43M | $468,080.16 | 15.8% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 7,304 | $327,446.18 | $358,407.28 | $30,961.1 | 9.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,507 | $348,550.13 | $368,368.49 | $19,818.36 | 5.69% |
David Vollmer PFS Partners, LLC | 2,142 | $94,939.26 | $105,107.94 | $10,168.68 | 10.71% |
PETER KRUSSEL Southland Equity Partners LLC | 149,468 | $4.88M | $7.32M | $2.45M | 50.22% |
Andrea Butler Sequent Planning LLC | 5,675 | $258,779.83 | $278,245.25 | $19,465.42 | 7.52% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 112,218 | $5.2M | $5.5M | $304,985.04 | 5.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,558 | $381,569.91 | $615,969.9 | $234,399.99 | 61.43% |