| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rebecca Sierp WPWealth LLP | 26,958 | $1.09M | $1.22M | $133,262.25 | 12.26% |
Matthew Zienty Cardinal Point Capital Management ULC | 6,770 | $229,570.84 | $302,280.5 | $72,709.66 | 31.67% |
Victoria Latham Fiduciary Alliance LLC | 7,862 | $317,244.74 | $351,038.3 | $33,793.56 | 10.65% |
Matthew C. Jessup Jessup Wealth Management Inc. | 19,693 | $774,161.49 | $892,092.9 | $117,931.41 | 15.23% |
Andy Peters Goldstein Advisors LLC | 8,871 | $291,489.43 | $396,090.15 | $104,600.72 | 35.88% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 35,086 | $1.32M | $1.57M | $241,819.07 | 18.25% |
Moises Valladares Insigneo Advisory Services LLC | 8,097 | $330,843 | $367,927.68 | $37,084.68 | 11.21% |
Steven Trigili Garden State Investment Advisory Services LLC | 4,807 | $213,190 | $217,757.1 | $4,567.1 | 2.14% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,538 | $209,724.06 | $250,871.4 | $41,147.34 | 19.62% |
Jackson O'Connor O'Connor Financial Group LLC | 7,197 | $302,767.12 | $321,346.05 | $18,578.93 | 6.14% |
Andrew Halac Talon Private Wealth, LLC | 28,730 | $1.17M | $1.28M | $108,886.5 | 9.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,265 | $958,822.65 | $1.13M | $169,259.6 | 17.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,636 | $837,625.1 | $966,047.4 | $128,422.3 | 15.33% |
Amir Har-El Savvy Advisors, Inc. | 18,561 | $763,577.64 | $828,748.65 | $65,171.01 | 8.53% |
PETER KRUSSEL Southland Equity Partners LLC | 48,434 | $1.8M | $2.16M | $364,811.7 | 20.29% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 6,827 | $258,571.29 | $304,825.55 | $46,254.26 | 17.89% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 323 | $13,495 | $14,421.95 | $926.95 | 6.87% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 8,243 | $304,331 | $368,049.95 | $63,718.95 | 20.94% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,649 | $291,406.33 | $430,827.85 | $139,421.52 | 47.84% |
Brian Distler Lakeridge Wealth Management LLC | 10,506 | $438,931.08 | $469,092.9 | $30,161.82 | 6.87% |