| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 5,510 | $208,663.7 | $253,900.8 | $45,237.1 | 21.68% |
Rachel Faulk Cape Investment Advisory Inc. | 41,634 | $1.74M | $1.92M | $181,127.39 | 10.42% |
Rebecca Sierp WPWealth LLP | 26,958 | $1.09M | $1.24M | $155,772.18 | 14.33% |
Matthew Zienty Cardinal Point Capital Management ULC | 6,770 | $229,570.84 | $311,420 | $81,849.16 | 35.65% |
Victoria Latham Fiduciary Alliance LLC | 7,862 | $317,244.74 | $360,079.6 | $42,834.86 | 13.5% |
Matthew C. Jessup Jessup Wealth Management Inc. | 19,693 | $774,161.49 | $906,468.79 | $132,307.3 | 17.09% |
Andy Peters Goldstein Advisors LLC | 11,633 | $417,491.76 | $535,001.67 | $117,509.91 | 28.15% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 35,086 | $1.32M | $1.62M | $292,342.91 | 22.07% |
Moises Valladares Insigneo Advisory Services LLC | 8,097 | $330,843 | $370,721.14 | $39,878.14 | 12.05% |
Steven Trigili Garden State Investment Advisory Services LLC | 4,807 | $213,190 | $220,953.75 | $7,763.75 | 3.64% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,538 | $209,724.06 | $254,249.58 | $44,525.52 | 21.23% |
Jackson O'Connor O'Connor Financial Group LLC | 7,197 | $302,767.12 | $331,421.85 | $28,654.73 | 9.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,040 | $874,551.19 | $1.06M | $185,058.41 | 21.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,522 | $833,307.37 | $987,106.53 | $153,799.16 | 18.46% |
Amir Har-El Savvy Advisors, Inc. | 17,083 | $701,826.67 | $786,757.56 | $84,930.89 | 12.1% |
PETER KRUSSEL Southland Equity Partners LLC | 48,407 | $1.8M | $2.23M | $429,814.2 | 23.92% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 6,827 | $258,571.29 | $314,383.35 | $55,812.06 | 21.58% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 323 | $13,495 | $14,872.53 | $1,377.53 | 10.21% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 8,243 | $304,331 | $380,332.02 | $76,001.02 | 24.97% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,241 | $278,953.36 | $423,237.8 | $144,284.44 | 51.72% |