| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob Going Alpine Bank Wealth Management | 34,000 | $1.11M | $1.84M | $736,440 | 66.63% |
Jorge Paganin Abacus Wealth Partners, LLC | 9,400 | $659,239 | $510,843 | -$148,396 | -22.51% |
Katherine Stoner Empower Advisory Group, LLC | 15,742 | $590,092.74 | $853,846.08 | $263,753.34 | 44.7% |
Nemes Rush Group LLC Nemes Rush Group LLC | 6,707 | $142,591.1 | $362,513.35 | $219,922.25 | 154.23% |
| MRC Martin R. Curiel MYECFO, LLC | 51,427 | $1.27M | $2.8M | $1.53M | 121.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,836 | $1.37M | $1.84M | $468,586.84 | 34.18% |
Dina Fliss Global View Capital Management LLC | 12,569 | $701,155.68 | $688,089.9 | -$13,065.78 | -1.86% |
NICOLE MARTIN Arlington Trust Co LLC | 7,500 | $223,125 | $406,875 | $183,750 | 82.35% |
Kevin Bresler TD Waterhouse Canada Inc. | 12 | $858 | $650.04 | -$207.96 | -24.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,945 | $741,448.46 | $1.19M | $447,312.19 | 60.33% |
James Rankin Modern Wealth Management, LLC | 19,997 | $981,996.52 | $1.08M | $101,140.98 | 10.3% |
Joseph C. Gissy Tactive Advisors, LLC | 32,870 | $1.55M | $1.79M | $242,971.75 | 15.7% |
David Vollmer PFS Partners, LLC | 372 | $8,333 | $20,207.04 | $11,874.04 | 142.49% |
Ann Keitner Quantum Portfolio Management LLC | 9,197 | $409,082.51 | $499,167.17 | $90,084.66 | 22.02% |
| MG Melissa Glennie Capital Management Associates, Inc | 224,604 | $5.43M | $12.34M | $6.92M | 127.39% |
Neil Greenspan Fielder Capital Group LLC | 37,715 | $1.12M | $2.05M | $928,354.72 | 82.74% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 414 | $9,427.16 | $22,542.3 | $13,115.14 | 139.12% |
Brandon Hobson Silver Coast Investments LLC | 59,579 | $1.7M | $3.25M | $1.55M | 90.79% |
Kyle Jones Pineridge Advisors LLC | 3,580 | $81,517 | $194,197.1 | $112,680.1 | 138.23% |
Kayla Tweedy JBR Co Financial Management Inc | 7,349 | $413,160.65 | $402,027.04 | -$11,133.61 | -2.69% |