| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 109 | $10,686.36 | $13,416.26 | $2,729.9 | 25.55% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 24,028 | $2.51M | $2.96M | $455,695.27 | 18.18% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 19,857 | $1.81M | $2.47M | $654,319.09 | 36.09% |
Christopher E. Jaccard Financial Alternatives Inc. | 12,301 | $1.02M | $1.52M | $500,650.7 | 49.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,275 | $1.77M | $1.98M | $209,778.23 | 11.85% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 511 | $53,602.68 | $62,990.97 | $9,388.29 | 17.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,013 | $317,314.62 | $370,147.05 | $52,832.43 | 16.65% |
James Rankin Modern Wealth Management, LLC | 109,204 | $12.41M | $13.47M | $1.06M | 8.52% |
Joseph C. Gissy Tactive Advisors, LLC | 2,306 | $263,285.79 | $284,341.33 | $21,055.54 | 8% |
Ann Keitner Quantum Portfolio Management LLC | 5,826 | $626,993.85 | $713,976.3 | $86,982.45 | 13.87% |
Jon Deven Mouton CAP Partners, LLC | 2,347 | $244,397.88 | $291,074.94 | $46,677.06 | 19.1% |
Joshua Stipcich Tidemark, LLC | 83 | $8,837.78 | $10,201.11 | $1,363.33 | 15.43% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 54 | $5,816 | $6,637.68 | $821.68 | 14.13% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 2,361 | $231,726.93 | $290,048.85 | $58,321.92 | 25.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 498 | $56,592.17 | $60,566.76 | $3,974.59 | 7.02% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 23,799 | $2.37M | $2.92M | $544,741.33 | 22.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 35,915 | $3.97M | $4.44M | $470,679.84 | 11.87% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 928 | $95,380 | $113,731.04 | $18,351.04 | 19.24% |
D. Garet Strange Hobbs Group Advisors, LLC | 4,254 | $417,066.81 | $527,219.49 | $110,152.68 | 26.41% |
David Quinn Pine Harbor Wealth Management, LLC | 23,646 | $2.48M | $2.92M | $446,789.38 | 18.05% |