| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rick Mordesovich Sonoma Private Wealth LLC | 18,645 | $739,485.73 | $875,382.75 | $135,897.02 | 18.38% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 124 | $5,658.11 | $5,826.76 | $168.65 | 2.98% |
Jill Batley Gateway Wealth Partners LLC | 70,585 | $3.21M | $3.32M | $106,764.31 | 3.33% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 4,829 | $230,400 | $222,858.35 | -$7,541.65 | -3.27% |
| PIL PFG Investments LLC PFG Investments LLC | 5,063 | $219,038.38 | $237,277.49 | $18,239.11 | 8.33% |
Scott Boyce Decker Retirement Planning Inc. | 38,846 | $1.69M | $1.79M | $107,035.93 | 6.35% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,600 | $70,336.64 | $74,992 | $4,655.36 | 6.62% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 28,949 | $1.27M | $1.36M | $86,334.36 | 6.79% |
Bradley Harsch Strategic Advocates LLC | 26 | $1,171.3 | $1,197.82 | $26.52 | 2.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 42,532 | $1.78M | $1.96M | $186,334.87 | 10.49% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 27,083 | $1.29M | $1.27M | -$21,666.47 | -1.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,812 | $263,878.89 | $272,408.44 | $8,529.55 | 3.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,312 | $1.42M | $1.61M | $190,284.66 | 13.42% |
James Rankin Modern Wealth Management, LLC | 8,652 | $377,981.67 | $406,297.92 | $28,316.25 | 7.49% |
Benj Foor Frazier Financial Advisors, LLC | 5,981 | $258,679 | $276,023.15 | $17,344.15 | 6.7% |
Derek Ripp Austin Wealth Management, LLC | 16,589 | $699,607.95 | $765,582.35 | $65,974.4 | 9.43% |
Amir Har-El Savvy Advisors, Inc. | 14,223 | $643,304.64 | $667,272.04 | $23,967.4 | 3.73% |
Jon Deven Mouton CAP Partners, LLC | 6,000 | $235,509.92 | $276,900 | $41,390.08 | 17.57% |
Keisuke Ichihara Rakuten Securities, Inc. | 25 | $1,193 | $1,173.75 | -$19.25 | -1.61% |
Joshua Stipcich Tidemark, LLC | 9,522 | $433,441 | $446,343.75 | $12,902.75 | 2.98% |