| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,959 | $322,273.76 | $404,042.59 | $81,768.83 | 25.37% |
Bradley H. Owens LJI Wealth Management, LLC | 14,048 | $281,670.74 | $379,436.48 | $97,765.74 | 34.71% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1.3M | $28.73M | $35.11M | $6.38M | 22.22% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 9,716 | $233,895.4 | $262,429.16 | $28,533.76 | 12.2% |
Thomas Dobbins New Republic Capital, LLC | 44 | $870 | $1,188.44 | $318.44 | 36.6% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 89,741 | $1.44M | $2.42M | $980,129.51 | 67.89% |
Bradley Harsch Strategic Advocates LLC | 5,243 | $129,547.76 | $141,613.43 | $12,065.67 | 9.31% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 14,037 | $388,811 | $379,139.37 | -$9,671.63 | -2.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 1.31M | $29.4M | $35.41M | $6.01M | 20.43% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 10,319 | $206,355.03 | $278,716.19 | $72,361.16 | 35.07% |
Ryan Payne Payne Capital Management, LLC | 1.54M | $29.38M | $41.55M | $12.17M | 41.41% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 23,116 | $400,629.16 | $624,363.16 | $223,734 | 55.85% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 18,868 | $438,465.42 | $509,624.68 | $71,159.26 | 16.23% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 374 | $8,494 | $10,101.74 | $1,607.74 | 18.93% |
Mitch S Zides Constant Guidance Financial LLC | 9,618 | $238,036 | $259,782.18 | $21,746.18 | 9.14% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 14,505 | $348,695.98 | $391,780.05 | $43,084.07 | 12.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 60,516 | $1.36M | $1.63M | $277,573.45 | 20.46% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 17,844 | $362,574.7 | $481,966.44 | $119,391.74 | 32.93% |
Syon Capital LLC SYON CAPITAL LLC | 16,113 | $356,097 | $435,212.13 | $79,115.13 | 22.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 21,658 | $544,100.07 | $584,982.58 | $40,882.51 | 7.51% |