| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 26,836 | $1.17M | $1.33M | $153,726.87 | 13.12% |
Bradley Harsch Strategic Advocates LLC | 20 | $885.14 | $987.5 | $102.36 | 11.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 43,047 | $1.76M | $2.13M | $363,570.21 | 20.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,288 | $545,370.72 | $607,334.4 | $61,963.68 | 11.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,483 | $1.42M | $1.7M | $279,529.58 | 19.62% |
James Rankin Modern Wealth Management, LLC | 5,380 | $221,866.58 | $265,879.6 | $44,013.02 | 19.84% |
Benj Foor Frazier Financial Advisors, LLC | 5,981 | $258,679 | $295,581.02 | $36,902.02 | 14.27% |
Derek Ripp Austin Wealth Management, LLC | 12,956 | $520,174.02 | $640,285.52 | $120,111.5 | 23.09% |
Amir Har-El Savvy Advisors, Inc. | 11,084 | $493,544.57 | $547,826.7 | $54,282.13 | 11% |
Jon Deven Mouton CAP Partners, LLC | 5,975 | $234,317.09 | $295,284.5 | $60,967.41 | 26.02% |
Joshua Stipcich Tidemark, LLC | 9,522 | $433,441 | $470,386.8 | $36,945.8 | 8.52% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 27,245 | $1.07M | $1.35M | $278,160.49 | 26.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 262 | $11,583.4 | $12,954.59 | $1,371.19 | 11.84% |
Carol Smith Access Investment Management LLC | 1,000 | $42,440 | $49,400 | $6,960 | 16.4% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 23,304 | $971,091.84 | $1.13M | $161,948.64 | 16.68% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 53,984 | $2.18M | $2.67M | $488,754.64 | 22.38% |
Dennis R. Plyler FCG Investment Co | 20,825 | $884,730.32 | $1.03M | $146,211.3 | 16.53% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 40,384 | $1.58M | $2M | $414,137.88 | 26.17% |
Kyle Jones Pineridge Advisors LLC | 649 | $25,441.87 | $32,128.74 | $6,686.87 | 26.28% |
Michael Bailey MGB Wealth Management, LLC | 21,541 | $865,214.77 | $1.07M | $201,172.43 | 23.25% |