| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Yoder Yoder Wealth Management Inc. | 2,733 | $313,457.82 | $513,913.32 | $200,455.5 | 63.95% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 51 | $6,187 | $9,578.82 | $3,391.82 | 54.82% |
Brian Glas Noble Family Wealth, LLC | 10,113 | $1.21M | $1.88M | $670,842.59 | 55.65% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,203 | $315,419.34 | $416,598.31 | $101,178.97 | 32.08% |
Katherine Stoner Empower Advisory Group, LLC | 251,027 | $30.52M | $47.48M | $16.96M | 55.55% |
Chad Tobin Slagle Financial, LLC | 1,496 | $258,864.55 | $280,746.84 | $21,882.29 | 8.45% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 38 | $4,654 | $7,048.62 | $2,394.62 | 51.45% |
| MRC Martin R. Curiel MYECFO, LLC | 1,922 | $239,622.62 | $360,576.81 | $120,954.19 | 50.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,816 | $472,202.61 | $708,287.76 | $236,085.15 | 50% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,298 | $387,248.97 | $610,938.01 | $223,689.04 | 57.76% |
John Hayes LongView Wealth Management | 1,444 | $249,869.76 | $270,944.94 | $21,075.18 | 8.43% |
Bradley Harsch Strategic Advocates LLC | 2,109 | $251,462.05 | $396,576.36 | $145,114.31 | 57.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,171 | $1.04M | $1.54M | $502,882.28 | 48.52% |
Marilou Davido WFA Asset Management Corp | 992 | $89,335.86 | $185,980.16 | $96,644.3 | 108.18% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,697 | $285,447.62 | $314,445.61 | $28,997.99 | 10.16% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,105 | $273,039.44 | $397,529.25 | $124,489.81 | 45.59% |
Syon Capital LLC SYON CAPITAL LLC | 14,381 | $1.8M | $2.67M | $874,192.6 | 48.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,650 | $604,880.94 | $677,038.5 | $72,157.56 | 11.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,752 | $4.03M | $5.15M | $1.11M | 27.65% |
James Rankin Modern Wealth Management, LLC | 1,443 | $216,688 | $267,835.23 | $51,147.23 | 23.6% |