| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 1,836 | $41,695.56 | $52,105.68 | $10,410.12 | 24.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 182 | $4,549.08 | $5,136.95 | $587.87 | 12.92% |
Moises Valladares Insigneo Advisory Services LLC | 16,344 | $411,053.63 | $459,920.16 | $48,866.53 | 11.89% |
Hannah Rae Leone Foundation Wealth Management LLC | 41,619 | $949,201.42 | $1.18M | $231,945.8 | 24.44% |
Charles Mattingly Leading Edge Financial Planning LLC | 293,457 | $6.81M | $8.33M | $1.52M | 22.31% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 42,915 | $988,529.02 | $1.22M | $229,398.68 | 23.21% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,539 | $81,648.77 | $100,436.82 | $18,788.05 | 23.01% |
Katherine Stoner Empower Advisory Group, LLC | 8,051 | $200,872.26 | $224,381.37 | $23,509.11 | 11.7% |
Andrew Parsons Corrigan Financial, Inc. | 189,624 | $3.89M | $5.38M | $1.5M | 38.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,124 | $449,059.4 | $514,359.12 | $65,299.72 | 14.54% |
Ryan Payne Payne Capital Management, LLC | 75,826 | $1.86M | $2.13M | $274,066.48 | 14.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,530 | $275,246.39 | $298,841.4 | $23,595.01 | 8.57% |
Benj Foor Frazier Financial Advisors, LLC | 106 | $2,675.63 | $2,991.85 | $316.22 | 11.82% |
Steven D Urban Urban Financial Advisory Corp | 2,977 | $72,719.54 | $84,487.26 | $11,767.72 | 16.18% |
Mark Heider Peirce Capital Management, LLC | 45,212 | $1.12M | $1.28M | $166,379.88 | 14.9% |
Andy Bloom MB Generational Wealth, LLC | 53,093 | $1.25M | $1.51M | $255,732.65 | 20.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,521 | $615,724.58 | $683,400.27 | $67,675.69 | 10.99% |
Sharon Allen Sterling Wealth Management, Inc. | 19,534 | $474,120.55 | $554,374.92 | $80,254.37 | 16.93% |
Alan Gilmore Private Wealth Management Group, LLC | 10,944 | $264,625.95 | $310,590.72 | $45,964.77 | 17.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,048 | $410,186.91 | $447,257.76 | $37,070.85 | 9.04% |