| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dave Reichert Echo45 Advisors LLC | 7,390 | $217,141.27 | $225,321.1 | $8,179.83 | 3.77% |
Ryan Gough Perfromance Wealth Partners LLC | 50,531 | $1.48M | $1.56M | $76,807.12 | 5.19% |
Mike Meixler Meixler Investment Management Ltd. | 16,019 | $244,663.9 | $485,856.27 | $241,192.37 | 98.58% |
Dalila Toledo Ascent Group LLC | 31,354 | $750,148.22 | $959,432.4 | $209,284.18 | 27.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 29 | $555.35 | $886.53 | $331.18 | 59.63% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,090 | $332,368 | $336,137.9 | $3,769.9 | 1.13% |
Brian Dechow SWAN Capital LLC | 60 | $1,588.87 | $1,833.9 | $245.03 | 15.42% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 32,721 | $789,700.62 | $1M | $213,198.03 | 27% |
David Smith Linden Thomas Advisory Services LLC | 8,326 | $247,083.34 | $254,525.82 | $7,442.48 | 3.01% |
Jeffrey Steele Silverlake Wealth Management LLC | 15,961 | $554,017.6 | $490,800.75 | -$63,216.85 | -11.41% |
| PIL PFG Investments LLC PFG Investments LLC | 9,157 | $269,053.94 | $278,510.15 | $9,456.21 | 3.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,752 | $34,438.2 | $51,911.76 | $17,473.56 | 50.74% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 1.28M | $31.92M | $39.57M | $7.65M | 23.96% |
Mathieu Cornu Pictet Asset Management Holding SA | 14,092 | $394,238.97 | $429,665.08 | $35,426.11 | 8.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 55,792 | $1.94M | $1.71M | -$223,168 | -11.52% |
Amir Har-El Savvy Advisors, Inc. | 7,368 | $250,880.23 | $223,324.08 | -$27,556.15 | -10.98% |
| CPC Charles P. Cocke Jr LB Partners LLC | 14,913 | $198,492 | $457,978.23 | $259,486.23 | 130.73% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $1,874 | $1,646.46 | -$227.54 | -12.14% |
Rob Dainard Hara Capital LLC | 15,439 | $209,431.67 | $471,815.84 | $262,384.17 | 125.28% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 300 | $8,991 | $9,108 | $117 | 1.3% |