| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 1,005 | $115,093 | $150,023.28 | $34,930.28 | 30.35% |
Daniel Guy Ethos Financial Group LLC | 4,334 | $519,201.33 | $637,011.32 | $117,809.99 | 22.69% |
Brian Matter Creative Capital Management Investments LLC | 288 | $25,761.6 | $42,330.24 | $16,568.64 | 64.32% |
Kevin Gray Lodestar Private Asset Management LLC | 2,604 | $341,771.57 | $382,735.92 | $40,964.35 | 11.99% |
Jeffrey Hanson Breakwater Capital Group | 20,898 | $2.11M | $3.07M | $964,896.07 | 45.8% |
Dana Anspach Sensible Money LLC | 3,982 | $340,700.08 | $585,274.36 | $244,574.28 | 71.79% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 606 | $79,600.63 | $89,069.88 | $9,469.25 | 11.9% |
Kevin Kroskey True Wealth Design LLC | 1,041 | $89,068.21 | $153,006.18 | $63,937.97 | 71.79% |
John Shanley Aspect Partners, LLC | 2,115 | $210,482.82 | $310,862.7 | $100,379.88 | 47.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,046 | $1.72M | $2.06M | $343,066 | 19.93% |
Kevin Bresler TD Waterhouse Canada Inc. | 250 | $24,125 | $36,745 | $12,620 | 52.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,276 | $439,350.35 | $481,506.48 | $42,156.13 | 9.6% |
James Rankin Modern Wealth Management, LLC | 3,860 | $414,343.9 | $586,488.4 | $172,144.5 | 41.55% |
Joseph C. Gissy Tactive Advisors, LLC | 1,681 | $225,723.72 | $247,073.38 | $21,349.66 | 9.46% |
Joseph Morrison Sentry LLC | 1,788 | $159,936.6 | $271,668.72 | $111,732.12 | 69.86% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,368 | $946,416.3 | $1.25M | $302,732.8 | 31.99% |
Joshua Stipcich Tidemark, LLC | 2,385 | $239,644.46 | $356,025.41 | $116,380.95 | 48.56% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 2,295 | $227,251 | $337,319.1 | $110,068.1 | 48.43% |
Kayla Tweedy JBR Co Financial Management Inc | 2,955 | $314,870.37 | $434,325.9 | $119,455.53 | 37.94% |
Michael Stringer Lane & Associates LLC | 4,500 | $385,029.32 | $661,410 | $276,380.68 | 71.78% |