| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,697 | $53,195.45 | $92,868.32 | $39,672.87 | 74.58% |
Alexandra Stickelman Root Financial Partners, LLC | 8,998 | $409,364.97 | $492,415.55 | $83,050.58 | 20.29% |
Jorge Paganin Abacus Wealth Partners, LLC | 13,243 | $559,781.85 | $724,723.17 | $164,941.32 | 29.47% |
Katherine Stoner Empower Advisory Group, LLC | 7,815 | $263,573.01 | $427,675.87 | $164,102.86 | 62.26% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,890 | $160,049.7 | $267,458.55 | $107,408.85 | 67.11% |
Thomas Dobbins New Republic Capital, LLC | 4,655 | $147,660.22 | $254,605.22 | $106,945 | 72.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,405 | $1.56M | $1.82M | $256,146.46 | 16.42% |
Jon Greer GSG Advisors LLC | 14,959 | $478,846.55 | $818,332.09 | $339,485.54 | 70.9% |
NICOLE MARTIN Arlington Trust Co LLC | 1,550 | $54,560 | $84,792.75 | $30,232.75 | 55.41% |
MICHAEL DE LUZ Williams & Novak, LLC | 28,618 | $1.51M | $1.57M | $56,325.85 | 3.73% |
Syon Capital LLC SYON CAPITAL LLC | 5,178 | $218,869 | $283,521.39 | $64,652.39 | 29.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 175 | $7,940 | $9,581.25 | $1,641.25 | 20.67% |
James Rankin Modern Wealth Management, LLC | 78,568 | $3.35M | $4.3M | $954,586.13 | 28.52% |
Derek Ripp Austin Wealth Management, LLC | 24,235 | $822,984.92 | $1.33M | $502,790.75 | 61.09% |
Amir Har-El Savvy Advisors, Inc. | 4,230 | $198,471.37 | $231,592.5 | $33,121.13 | 16.69% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $35,200 | $54,755 | $19,555 | 55.55% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 60 | $2,145 | $3,285.3 | $1,140.3 | 53.16% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 6,755 | $266,877.86 | $369,870.02 | $102,992.16 | 38.59% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 7,843 | $289,324.26 | $429,404.25 | $140,079.99 | 48.42% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 100,137 | $3.66M | $5.48M | $1.83M | 49.98% |