| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mitch S Zides Constant Guidance Financial LLC | 6,509 | $514,601.28 | $605,597.36 | $90,996.08 | 17.68% |
Jon Greer GSG Advisors LLC | 7,718 | $518,445.86 | $719,086.06 | $200,640.2 | 38.7% |
Christopher Barr Red Mountain Financial, LLC | 28,370 | $2.14M | $2.64M | $498,346.61 | 23.29% |
NICOLE MARTIN Arlington Trust Co LLC | 8,431 | $584,587.68 | $776,958.8 | $192,371.12 | 32.91% |
Daniel Dorval DORVAL Corp | 294,987 | $17.98M | $27.43M | $9.46M | 52.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 180 | $15,909.88 | $16,599.6 | $689.72 | 4.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,932 | $1M | $1.19M | $191,481.3 | 19.13% |
James Rankin Modern Wealth Management, LLC | 1.13M | $80.9M | $105.22M | $24.33M | 30.07% |
Derek Ripp Austin Wealth Management, LLC | 57,567 | $3.04M | $5.38M | $2.34M | 76.79% |
Amir Har-El Savvy Advisors, Inc. | 15,073 | $1.34M | $1.4M | $66,818.11 | 5% |
Kevin M. Fox Fox Financial, Inc | 301,615 | $17.71M | $27.82M | $10.11M | 57.06% |
Cindi Hill Keener Financial Planning LLC | 1.14M | $75.21M | $106.33M | $31.12M | 41.38% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 8,395 | $582,528.95 | $781,070.8 | $198,541.85 | 34.08% |
Mark Heider Peirce Capital Management, LLC | 7,992 | $598,520.57 | $743,695.56 | $145,174.99 | 24.26% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 8,727 | $653,663.24 | $809,385.61 | $155,722.37 | 23.82% |
Joshua Stipcich Tidemark, LLC | 1,046 | $67,131.54 | $97,283.23 | $30,151.69 | 44.91% |
Emily Priebe Priebe Wealth Holdings LLC | 17,655 | $1.04M | $1.64M | $600,391.12 | 57.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,184 | $190,151.18 | $294,408.56 | $104,257.38 | 54.83% |
Andrea Butler Sequent Planning LLC | 31,671 | $2.54M | $2.94M | $395,292.91 | 15.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 427 | $35,463.44 | $39,676.84 | $4,213.4 | 11.88% |