| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 5,171 | $202,443.91 | $409,000.24 | $206,556.33 | 102.03% |
Ashley Buboltz Moran Wealth Management LLC | 27,022 | $1.64M | $2.14M | $501,106.26 | 30.63% |
| FFL Financial Freedom LLC Financial Freedom LLC | 37,201 | $1.93M | $2.94M | $1.02M | 52.83% |
| PIL PFG Investments LLC PFG Investments LLC | 2,880 | $273,679 | $227,793.6 | -$45,885.4 | -16.77% |
Andy Warning Resolute Wealth Strategies LLC | 3,638 | $119,430.14 | $290,330.59 | $170,900.45 | 143.1% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 15,688 | $827,701.27 | $1.24M | $408,356.25 | 49.34% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,920 | $436,556.34 | $532,978.4 | $96,422.06 | 22.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,947 | $393,848.51 | $470,377.96 | $76,529.45 | 19.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,355 | $138,551.35 | $185,220.75 | $46,669.4 | 33.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,793 | $240,172.44 | $298,319.45 | $58,147.01 | 24.21% |
Julie Beswick Advantage Trust Co | 35,726 | $1.34M | $2.83M | $1.48M | 110.56% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,585 | $136,634.19 | $204,460.57 | $67,826.38 | 49.64% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 17 | $1,085 | $1,339.43 | $254.43 | 23.45% |
Brian Krause Cascade Financial Partners, LLC | 2,420 | $229,991 | $186,388.4 | -$43,602.6 | -18.96% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 8,149 | $281,466.34 | $656,727.91 | $375,261.57 | 133.32% |
Carmen McClennon WR Wealth Planners, LLC | 8 | $347 | $621.36 | $274.36 | 79.07% |
Craig Small Symphony Financial Services, Inc. | 4,988 | $273,077.2 | $394,525.86 | $121,448.66 | 44.47% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 20 | $953 | $1,540.4 | $587.4 | 61.64% |
Bradley Wilson Crews Bank & Trust | 1,250 | $59,563 | $98,868.75 | $39,305.75 | 65.99% |
Camaron Barta BXM Wealth LLC | 2,730 | $259,452 | $210,264.6 | -$49,187.4 | -18.96% |