| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 10,246 | $801,015.4 | $1.47M | $669,439.29 | 83.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,165 | $348,592.48 | $598,467.6 | $249,875.12 | 71.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,531 | $769,509.03 | $1.07M | $297,558.36 | 38.67% |
Marilou Davido WFA Asset Management Corp | 354 | $19,772.56 | $50,763.6 | $30,991.04 | 156.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 869 | $95,277.21 | $124,684.12 | $29,406.91 | 30.86% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,836 | $1.82M | $2.56M | $741,550.77 | 40.7% |
Amir Har-El Savvy Advisors, Inc. | 2,688 | $288,419 | $385,674.24 | $97,255.24 | 33.72% |
Ann Keitner Quantum Portfolio Management LLC | 6,920 | $758,816.9 | $994,542.4 | $235,725.5 | 31.06% |
Cody Gehman Stonebridge Financial Group, LLC | 1,837 | $303,803 | $263,572.76 | -$40,230.24 | -13.24% |
Kent Keister Bear Mountain Capital, Inc. | 25 | $2,682.5 | $3,587 | $904.5 | 33.72% |
Joshua Stipcich Tidemark, LLC | 89 | $7,243.37 | $12,773.28 | $5,529.91 | 76.34% |
Andrea Butler Sequent Planning LLC | 3,909 | $428,217.65 | $561,019.68 | $132,802.03 | 31.01% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 551 | $50,590 | $79,079.52 | $28,489.52 | 56.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 102 | $11,301 | $14,570.88 | $3,269.88 | 28.93% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,873 | $314,884 | $412,332.96 | $97,448.96 | 30.95% |
Matthew Stead Sachetta, LLC | 51 | $2,786.88 | $7,642.35 | $4,855.47 | 174.23% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,616 | $594,806.87 | $659,403.91 | $64,597.04 | 10.86% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,020 | $420,318.14 | $718,211.4 | $297,893.26 | 70.87% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,966 | $747,452 | $995,105.64 | $247,653.64 | 33.13% |
Erik Roemer GERBER, LLC | 4,051 | $443,720.32 | $578,692.64 | $134,972.32 | 30.42% |