| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Certus Wealth Management LLC Certus Wealth Management, LLC | 1,124 | $491,990.25 | $865,626.12 | $373,635.87 | 75.94% |
Lars Phillips RAM Investment Partners, LLC | 1,421 | $735,384.23 | $1.1M | $362,906.67 | 49.35% |
Thomas Healy PFW Advisors LLC | 545 | $271,560.23 | $421,045.2 | $149,484.97 | 55.05% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 899 | $489,972.26 | $691,825.45 | $201,853.19 | 41.2% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,067 | $598,554.99 | $820,266.92 | $221,711.93 | 37.04% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,100 | $750,111.96 | $846,439 | $96,327.04 | 12.84% |
Thomas Dobbins New Republic Capital, LLC | 10,685 | $4.82M | $8.19M | $3.37M | 69.87% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 6,358 | $3.53M | $4.9M | $1.37M | 38.69% |
Invesco LLC INVESCO, LLC | 482 | $305,955.59 | $372,193.17 | $66,237.58 | 21.65% |
John Hayes LongView Wealth Management | 377 | $233,195.73 | $289,822.52 | $56,626.79 | 24.28% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 15,633 | $7.55M | $12.07M | $4.51M | 59.8% |
Andrew Halac Talon Private Wealth, LLC | 1,086 | $647,053.09 | $834,873.36 | $187,820.27 | 29.03% |
Norden Group LLC NORDEN GROUP LLC | 16,222 | $9.13M | $12.38M | $3.24M | 35.51% |
Berkeley Harrison Sterling Financial Group, Inc. | 6,413 | $2.57M | $4.95M | $2.38M | 92.64% |
Andrew Agosta Prosperity Financial Group, Inc. | 2,696 | $1.2M | $2.08M | $879,702.95 | 73.38% |
Bradley Harsch Strategic Advocates LLC | 29 | $16,337.31 | $22,265.91 | $5,928.6 | 36.29% |
Elliot Kallen Prosperity Wealth Management, Inc. | 1,391 | $775,346.98 | $1.07M | $291,814.31 | 37.64% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 106,914 | $67.15M | $81.61M | $14.46M | 21.53% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3,725 | $1.58M | $2.87M | $1.29M | 81.89% |
Peter Sigismondi Ramirez Asset Management, Inc. | 50 | $28,688 | $38,306 | $9,618 | 33.53% |