| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 459 | $175,980.62 | $253,257.84 | $77,277.22 | 43.91% |
NICOLE MARTIN Arlington Trust Co LLC | 315 | $144,386.16 | $171,369.45 | $26,983.29 | 18.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,822 | $2.44M | $3.81M | $1.37M | 56.43% |
Stacey Cheek Wheelhouse Advisory Group LLC | 478 | $313,763 | $263,253.72 | -$50,509.28 | -16.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 55,159 | $6.89M | $29.77M | $22.88M | 332.06% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,305 | $310,424.13 | $704,425.95 | $394,001.82 | 126.92% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 15,767 | $4.24M | $8.68M | $4.44M | 104.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 85,048 | $26.74M | $45.91M | $19.16M | 71.66% |
Mark Weber DecisionMap Wealth Management, LLC | 382 | $250,510 | $210,317.74 | -$40,192.26 | -16.04% |
James Rankin Modern Wealth Management, LLC | 4,487 | $1.66M | $2.49M | $833,720.57 | 50.36% |
KKM Financial LLC KKM Financial LLC | 566 | $203,834 | $313,213.08 | $109,379.08 | 53.66% |
Joseph C. Gissy Tactive Advisors, LLC | 7,810 | $2.1M | $4.29M | $2.2M | 104.76% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,660 | $651,360.68 | $1.46M | $808,287.72 | 124.09% |
Benj Foor Frazier Financial Advisors, LLC | 64 | $22,250.25 | $34,951.04 | $12,700.79 | 57.08% |
Amir Har-El Savvy Advisors, Inc. | 2,101 | $1.19M | $1.16M | -$33,844.7 | -2.83% |
Ann Keitner Quantum Portfolio Management LLC | 1,604 | $357,499.36 | $874,452.68 | $516,953.32 | 144.6% |
David W. Lewis Lewis Asset Management, LLC | 1,705 | $358,789.32 | $937,323.75 | $578,534.43 | 161.25% |
United Advisor Group LLC United Advisor Group, LLC | 956 | $323,015.14 | $521,182.52 | $198,167.38 | 61.35% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 404 | $264,980 | $221,921.24 | -$43,058.76 | -16.25% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,403 | $261,766.08 | $771,916.57 | $510,150.49 | 194.89% |