| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 106 | $20,576.83 | $24,494.48 | $3,917.65 | 19.04% |
Gregory Bosch Strategies Wealth Advisors, LLC | 2,444 | $486,818.01 | $564,075.2 | $77,257.19 | 15.87% |
Alexandra Stickelman Root Financial Partners, LLC | 143 | $30,642 | $33,044.44 | $2,402.44 | 7.84% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1,420 | $307,702.86 | $327,736 | $20,033.14 | 6.51% |
Katherine Stoner Empower Advisory Group, LLC | 240,152 | $47.82M | $55.49M | $7.67M | 16.04% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 6,032 | $1.18M | $1.39M | $217,446.61 | 18.48% |
Nemes Rush Group LLC Nemes Rush Group LLC | 56 | $12,326.23 | $12,940.48 | $614.25 | 4.98% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 102 | $19,834.51 | $23,552.31 | $3,717.8 | 18.74% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,740 | $2.95M | $3.17M | $223,582.95 | 7.58% |
Bradley Harsch Strategic Advocates LLC | 1,939 | $425,593.22 | $447,724.79 | $22,131.57 | 5.2% |
Peter Sigismondi Ramirez Asset Management, Inc. | 345 | $63,021 | $79,662.22 | $16,641.22 | 26.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,691 | $1.22M | $1.31M | $87,880.28 | 7.19% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 28,244 | $5.74M | $6.52M | $783,985.29 | 13.66% |
Marilou Davido WFA Asset Management Corp | 294 | $56,597.04 | $68,030.13 | $11,433.09 | 20.2% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,071 | $240,536 | $246,174.7 | $5,638.7 | 2.34% |
Syon Capital LLC SYON CAPITAL LLC | 6,979 | $1.32M | $1.61M | $296,774.37 | 22.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,310 | $261,696 | $303,330.5 | $41,634.5 | 15.91% |
| AK Alisha Kamadia United Community Bank | 710 | $129,696 | $164,251.4 | $34,555.4 | 26.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,109 | $1.09M | $1.18M | $94,715.82 | 8.71% |
James Rankin Modern Wealth Management, LLC | 946 | $206,614.77 | $218,847.64 | $12,232.87 | 5.92% |