| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 9,461 | $1.09M | $1.6M | $508,781.93 | 46.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 76 | $11,089.97 | $12,855.02 | $1,765.05 | 15.92% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 21 | $2,448 | $3,544.27 | $1,096.27 | 44.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,556 | $1.7M | $1.95M | $244,149.74 | 14.32% |
Annmarie Young KPP Advisory Services LLC | 43,888 | $6.98M | $7.41M | $427,533.31 | 6.13% |
John Hayes LongView Wealth Management | 1,161 | $133,633.82 | $195,640.1 | $62,006.28 | 46.4% |
Norden Group LLC NORDEN GROUP LLC | 35,655 | $5.91M | $6.02M | $109,582.62 | 1.85% |
Andrew Agosta Prosperity Financial Group, Inc. | 4,531 | $476,298.27 | $764,719.52 | $288,421.25 | 60.55% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,280 | $200,526 | $216,032 | $15,506 | 7.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,863 | $607,322.34 | $650,954.09 | $43,631.75 | 7.18% |
Marilou Davido WFA Asset Management Corp | 251 | $28,806.51 | $42,307.3 | $13,500.79 | 46.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,156 | $1.34M | $2.56M | $1.21M | 90.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,428 | $565,531.02 | $748,088.46 | $182,557.44 | 32.28% |
James Rankin Modern Wealth Management, LLC | 125,622 | $20.03M | $21.22M | $1.19M | 5.95% |
KKM Financial LLC KKM Financial LLC | 3,719 | $348,678.38 | $626,856.04 | $278,177.66 | 79.78% |
Amir Har-El Savvy Advisors, Inc. | 4,175 | $546,302.7 | $704,698.25 | $158,395.55 | 28.99% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 1,747 | $272,291.99 | $295,146.91 | $22,854.92 | 8.39% |
Joshua Stipcich Tidemark, LLC | 8,758 | $1.36M | $1.47M | $111,470.25 | 8.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 180 | $25,504 | $30,312.9 | $4,808.9 | 18.86% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,761 | $276,809.59 | $297,239.19 | $20,429.6 | 7.38% |