| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 2,519 | $228,700 | $236,282.2 | $7,582.2 | 3.32% |
Megan J. Lottier Rockwood Wealth Management, LLC | 4,889 | $299,449.48 | $443,578.97 | $144,129.49 | 48.13% |
Chad Tobin Slagle Financial, LLC | 13,701 | $803,357.65 | $1.24M | $439,734.08 | 54.74% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,529 | $83,238.95 | $138,726.17 | $55,487.22 | 66.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,114 | $1.29M | $1.46M | $175,968.42 | 13.68% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 6,322 | $388,337.68 | $573,595.06 | $185,257.38 | 47.71% |
Bradley H. Owens LJI Wealth Management, LLC | 25,721 | $1.8M | $2.33M | $530,713.4 | 29.44% |
Annmarie Young KPP Advisory Services LLC | 2,250 | $204,296 | $204,142.5 | -$153.5 | -0.08% |
Andrew Agosta Prosperity Financial Group, Inc. | 7,901 | $543,212.26 | $716,857.73 | $173,645.47 | 31.97% |
Timothy Monaco Dechtman Wealth Management, LLC | 4,138 | $226,028.17 | $375,440.74 | $149,412.57 | 66.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 156,075 | $11.12M | $14.16M | $3.04M | 27.33% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 24,232 | $1.27M | $2.2M | $926,495.06 | 72.83% |
Mitch S Zides Constant Guidance Financial LLC | 6,509 | $514,601.28 | $610,544.2 | $95,942.92 | 18.64% |
Jon Greer GSG Advisors LLC | 7,718 | $518,445.86 | $723,948.4 | $205,502.54 | 39.64% |
Christopher Barr Red Mountain Financial, LLC | 28,370 | $2.14M | $2.57M | $434,230.41 | 20.29% |
NICOLE MARTIN Arlington Trust Co LLC | 8,431 | $584,587.68 | $764,944.63 | $180,356.95 | 30.85% |
Daniel Dorval DORVAL Corp | 294,987 | $17.98M | $26.76M | $8.79M | 48.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 180 | $15,909.88 | $16,331.4 | $421.52 | 2.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,650 | $884,713 | $1.06M | $172,291.5 | 19.47% |
James Rankin Modern Wealth Management, LLC | 1.13M | $80.9M | $106.46M | $25.56M | 31.6% |