| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 14,875 | $1.63M | $2.42M | $790,924.35 | 48.62% |
| PIL PFG Investments LLC PFG Investments LLC | 4,759 | $373,775.85 | $788,137.99 | $414,362.14 | 110.86% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,075 | $159,858.79 | $340,341.51 | $180,482.72 | 112.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 116 | $15,208.75 | $19,015.88 | $3,807.13 | 25.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,153 | $554,445.65 | $681,714.95 | $127,269.3 | 22.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,410 | $1.53M | $2.07M | $538,934.14 | 35.25% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 7,246 | $635,256.89 | $1.19M | $554,101.55 | 87.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 227 | $26,804.56 | $37,822.74 | $11,018.18 | 41.11% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,502 | $202,176 | $246,358.05 | $44,182.05 | 21.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,060 | $251,601.21 | $343,237.2 | $91,635.99 | 36.42% |
James Rankin Modern Wealth Management, LLC | 152,272 | $20.49M | $25.11M | $4.62M | 22.53% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,171 | $426,526.6 | $715,409.92 | $288,883.32 | 67.73% |
David Vollmer PFS Partners, LLC | 300 | $28,680 | $49,206 | $20,526 | 71.57% |
United Advisor Group LLC United Advisor Group, LLC | 1,811 | $243,688 | $297,040.23 | $53,352.23 | 21.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 9,310 | $822,522.67 | $1.6M | $774,328.53 | 94.14% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 1,835 | $224,247.56 | $301,380.4 | $77,132.84 | 34.4% |
Mark Fonville Fonville Wealth Management LLC | 2,417 | $247,090 | $396,436.34 | $149,346.34 | 60.44% |
Cody Gehman Stonebridge Financial Group, LLC | 2,889 | $473,714 | $495,521.28 | $21,807.28 | 4.6% |
Joshua Stipcich Tidemark, LLC | 1,629 | $142,879.8 | $267,164.14 | $124,284.34 | 86.99% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,639 | $220,544 | $268,828.79 | $48,284.79 | 21.89% |