| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leigha Shepard Midwest Financial Group LLC | 5,273 | $214,918.59 | $288,749.48 | $73,830.89 | 34.35% |
Christopher E. Jaccard Financial Alternatives Inc. | 6,524 | $203,405.72 | $365,735.44 | $162,329.72 | 79.81% |
Michael Yoder Yoder Wealth Management Inc. | 76,130 | $2.39M | $4.17M | $1.78M | 74.64% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,697 | $53,195.45 | $92,927.72 | $39,732.27 | 74.69% |
Alexandra Stickelman Root Financial Partners, LLC | 9,223 | $421,521.73 | $505,051.48 | $83,529.75 | 19.82% |
Jorge Paganin Abacus Wealth Partners, LLC | 12,220 | $516,539.63 | $669,167.2 | $152,627.57 | 29.55% |
Katherine Stoner Empower Advisory Group, LLC | 7,408 | $250,750.06 | $415,736.96 | $164,986.9 | 65.8% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,890 | $160,049.7 | $267,776.4 | $107,726.7 | 67.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,926 | $212,122 | $214,987.76 | $2,865.76 | 1.35% |
Bradley H. Owens LJI Wealth Management, LLC | 11,000 | $594,330 | $602,360 | $8,030 | 1.35% |
Thomas Dobbins New Republic Capital, LLC | 4,669 | $148,416.57 | $262,024.28 | $113,607.71 | 76.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,299 | $1.77M | $2.04M | $271,680.16 | 15.34% |
Jon Greer GSG Advisors LLC | 14,997 | $480,899.64 | $846,730.62 | $365,830.98 | 76.07% |
NICOLE MARTIN Arlington Trust Co LLC | 1,550 | $54,560 | $84,878 | $30,318 | 55.57% |
MICHAEL DE LUZ Williams & Novak, LLC | 5,905 | $282,023 | $323,357.8 | $41,334.8 | 14.66% |
Syon Capital LLC SYON CAPITAL LLC | 5,178 | $218,869 | $292,505.22 | $73,636.22 | 33.64% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,343 | $287,166.76 | $292,582.68 | $5,415.92 | 1.89% |
James Rankin Modern Wealth Management, LLC | 78,409 | $3.34M | $4.43M | $1.09M | 32.59% |
Derek Ripp Austin Wealth Management, LLC | 24,233 | $822,918.34 | $1.33M | $504,080.74 | 61.26% |
Amir Har-El Savvy Advisors, Inc. | 4,230 | $198,471.37 | $231,634.8 | $33,163.43 | 16.71% |