| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 1,005 | $115,093 | $150,378.15 | $35,285.15 | 30.66% |
Daniel Guy Ethos Financial Group LLC | 4,334 | $519,201.33 | $644,400.79 | $125,199.46 | 24.11% |
Brian Matter Creative Capital Management Investments LLC | 288 | $25,761.6 | $43,116.48 | $17,354.88 | 67.37% |
Kevin Gray Lodestar Private Asset Management LLC | 2,604 | $341,771.57 | $389,753.7 | $47,982.13 | 14.04% |
Jeffrey Hanson Breakwater Capital Group | 20,395 | $2.06M | $3.04M | $977,156.39 | 47.4% |
Dana Anspach Sensible Money LLC | 3,982 | $340,700.08 | $595,070.08 | $254,370 | 74.66% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 606 | $79,600.63 | $90,118.26 | $10,517.63 | 13.21% |
Kevin Kroskey True Wealth Design LLC | 1,000 | $85,560.24 | $149,630 | $64,069.76 | 74.88% |
John Shanley Aspect Partners, LLC | 2,115 | $210,482.82 | $315,346.5 | $104,863.68 | 49.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,471 | $1.67M | $1.99M | $324,080.78 | 19.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 250 | $24,125 | $37,407.5 | $13,282.5 | 55.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,891 | $526,477.4 | $582,210.33 | $55,732.93 | 10.59% |
James Rankin Modern Wealth Management, LLC | 3,860 | $414,343.9 | $576,551.22 | $162,207.32 | 39.15% |
Joseph C. Gissy Tactive Advisors, LLC | 1,596 | $214,305.49 | $238,562.1 | $24,256.61 | 11.32% |
Joseph Morrison Sentry LLC | 1,788 | $159,936.6 | $269,746.62 | $109,810.02 | 68.66% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,368 | $946,416.3 | $1.25M | $303,344.5 | 32.05% |
Joshua Stipcich Tidemark, LLC | 2,385 | $239,644.46 | $355,221.9 | $115,577.44 | 48.23% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 2,295 | $227,251 | $342,781.2 | $115,530.2 | 50.84% |
Kayla Tweedy JBR Co Financial Management Inc | 2,955 | $314,870.37 | $445,806.07 | $130,935.7 | 41.58% |
Michael Stringer Lane & Associates LLC | 4,500 | $385,029.32 | $672,435 | $287,405.68 | 74.65% |