| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Henderson CULTIVAR CAPITAL, INC. | 580 | $184,643.43 | $208,336 | $23,692.57 | 12.83% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 2,555 | $667,754.14 | $919,573.88 | $251,819.74 | 37.71% |
Lars Phillips RAM Investment Partners, LLC | 3,646 | $950,999.78 | $1.34M | $384,201.88 | 40.4% |
Thomas Healy PFW Advisors LLC | 2,037 | $370,697.78 | $742,649.46 | $371,951.68 | 100.34% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 1,092 | $370,276.15 | $393,152.76 | $22,876.61 | 6.18% |
Alisha Arvold Christopher J. Hasenberg, Inc | 14 | $3,202.43 | $5,028.8 | $1,826.37 | 57.03% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,636 | $558,043.39 | $588,619.06 | $30,575.67 | 5.48% |
Thomas Dobbins New Republic Capital, LLC | 5,125 | $2.28M | $1.83M | -$451,124.18 | -19.8% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1,850 | $613,906.13 | $674,297.25 | $60,391.12 | 9.84% |
Invesco LLC INVESCO, LLC | 529 | $222,497 | $195,187.77 | -$27,309.23 | -12.27% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 5,552 | $1.76M | $2.01M | $248,603.22 | 14.1% |
John Hayes LongView Wealth Management | 1,835 | $501,884.54 | $659,132 | $157,247.46 | 31.33% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 3,704 | $1.16M | $1.34M | $182,753.4 | 15.76% |
Andrew Halac Talon Private Wealth, LLC | 3,095 | $885,326.08 | $1.11M | $226,397.92 | 25.57% |
Norden Group LLC NORDEN GROUP LLC | 27,097 | $7.64M | $9.55M | $1.92M | 25.08% |
Berkeley Harrison Sterling Financial Group, Inc. | 2,668 | $620,736.2 | $964,775.48 | $344,039.28 | 55.42% |
Andrew Agosta Prosperity Financial Group, Inc. | 9,502 | $2.74M | $3.43M | $688,661.85 | 25.1% |
Bradley Harsch Strategic Advocates LLC | 921 | $374,571.39 | $330,224.55 | -$44,346.84 | -11.84% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,543 | $1.15M | $1.62M | $475,168.59 | 41.35% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 70,955 | $25.71M | $24.96M | -$758,212.21 | -2.95% |