| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 26,491 | $944,367.18 | $1.28M | $333,823.57 | 35.35% |
Alexandra Stickelman Root Financial Partners, LLC | 2,483 | $113,020.15 | $119,804.75 | $6,784.6 | 6% |
Courtney Holt Compound Planning, Inc. | 101,719 | $3.68M | $4.91M | $1.22M | 33.22% |
Katherine Stoner Empower Advisory Group, LLC | 6,603 | $253,165.36 | $318,594.75 | $65,429.39 | 25.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,218 | $1.57M | $1.78M | $205,560.85 | 13.07% |
Ryan Payne Payne Capital Management, LLC | 7,055 | $252,384.07 | $340,262.65 | $87,878.58 | 34.82% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 9,419 | $327,988.13 | $454,278.37 | $126,290.24 | 38.5% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 29 | $1,284 | $1,404.9 | $120.9 | 9.42% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 301,165 | $13.71M | $14.5M | $782,992.98 | 5.71% |
Kevin Bresler TD Waterhouse Canada Inc. | 72,458 | $3.34M | $3.49M | $156,496.17 | 4.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 86,910 | $3.95M | $4.2M | $241,889.3 | 6.12% |
James Rankin Modern Wealth Management, LLC | 93,796 | $4.27M | $4.53M | $255,891.46 | 5.99% |
David Vollmer PFS Partners, LLC | 346 | $15,747 | $16,704.88 | $957.88 | 6.08% |
Benj Foor Frazier Financial Advisors, LLC | 12 | $566 | $579.36 | $13.36 | 2.36% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,233 | $285,007.85 | $303,235.45 | $18,227.6 | 6.4% |
Amir Har-El Savvy Advisors, Inc. | 16,505 | $624,930.62 | $795,788.57 | $170,857.95 | 27.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 160,633 | $5.1M | $7.76M | $2.65M | 51.95% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $748 | $771.44 | $23.44 | 3.13% |
Mark Fonville Fonville Wealth Management LLC | 35,503 | $1.24M | $1.71M | $470,527.35 | 37.91% |
Anthony Blagrove Traveka Wealth, LLC | 99,602 | $3.56M | $4.8M | $1.24M | 34.83% |