| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 172 | $4,326 | $4,877.06 | $551.06 | 12.74% |
Katherine Stoner Empower Advisory Group, LLC | 8,051 | $200,872.26 | $228,286.1 | $27,413.84 | 13.65% |
Andrew Parsons Corrigan Financial, Inc. | 189,624 | $3.89M | $5.37M | $1.49M | 38.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,602 | $534,967.05 | $616,305.06 | $81,338.01 | 15.2% |
Ryan Payne Payne Capital Management, LLC | 77,934 | $1.91M | $2.21M | $298,053.95 | 15.6% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,242 | $212,047.4 | $233,743.12 | $21,695.72 | 10.23% |
Benj Foor Frazier Financial Advisors, LLC | 105 | $2,648 | $2,978.32 | $330.32 | 12.47% |
Steven D Urban Urban Financial Advisory Corp | 3,147 | $76,844.38 | $89,264.65 | $12,420.27 | 16.16% |
Mark Heider Peirce Capital Management, LLC | 45,212 | $1.12M | $1.27M | $149,203.84 | 13.36% |
Andy Bloom MB Generational Wealth, LLC | 53,093 | $1.25M | $1.51M | $254,139.86 | 20.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,521 | $615,724.58 | $695,538.16 | $79,813.58 | 12.96% |
Sharon Allen Sterling Wealth Management, Inc. | 19,393 | $470,226.22 | $549,694.58 | $79,468.36 | 16.9% |
Alan Gilmore Private Wealth Management Group, LLC | 13,300 | $321,594.03 | $377,254.5 | $55,660.47 | 17.31% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 100,199 | $2.56M | $2.85M | $285,065.99 | 11.13% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 2,992 | $72,126.18 | $84,838.16 | $12,711.98 | 17.62% |
Angela Pompian Sunpointe, LLC | 13,636 | $341,079.14 | $386,785.14 | $45,706 | 13.4% |
Ashley Meredith Abel Hall, LLC | 12,055 | $291,452.77 | $342,181.17 | $50,728.4 | 17.41% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,792 | $45,070 | $50,919.68 | $5,849.68 | 12.98% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 206 | $4,998 | $5,909.11 | $911.11 | 18.23% |
Todd Lunsford International Private Wealth Advisors LLC | 12,829 | $311,242.47 | $364,536.03 | $53,293.56 | 17.12% |