| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 57 | $6,886 | $7,920.43 | $1,034.43 | 15.02% |
Eugene Donato KENNEDY INVESTMENT GROUP | 3,705 | $478,516.94 | $515,143.2 | $36,626.26 | 7.65% |
Katherine Stoner Empower Advisory Group, LLC | 3,295 | $343,583.71 | $457,856.72 | $114,273.01 | 33.26% |
Nemes Rush Group LLC Nemes Rush Group LLC | 138 | $17,661.85 | $19,175.79 | $1,513.94 | 8.57% |
John Shanley Aspect Partners, LLC | 406 | $51,676.09 | $56,210.7 | $4,534.61 | 8.78% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 948 | $77,016.03 | $131,653.5 | $54,637.47 | 70.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,707 | $560,129.11 | $653,684.62 | $93,555.51 | 16.7% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,670 | $157,557.46 | $231,921.25 | $74,363.79 | 47.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,368 | $1.85M | $2.12M | $270,453.71 | 14.62% |
Marilou Davido WFA Asset Management Corp | 54,723 | $5.48M | $7.6M | $2.12M | 38.75% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 130 | $16,549 | $18,089.5 | $1,540.5 | 9.31% |
MICHAEL DE LUZ Williams & Novak, LLC | 4,270 | $393,950.27 | $593,209.75 | $199,259.48 | 50.58% |
Stacey Cheek Wheelhouse Advisory Group LLC | 83,692 | $8.43M | $11.63M | $3.2M | 37.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 212,792 | $20.71M | $29.61M | $8.9M | 43% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,064 | $559,464.56 | $843,805.6 | $284,341.04 | 50.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,725 | $3.48M | $4.83M | $1.36M | 39.04% |
James Rankin Modern Wealth Management, LLC | 2,342 | $250,920.64 | $325,889.3 | $74,968.66 | 29.88% |
David W. Lewis Lewis Asset Management, LLC | 5,390 | $522,730.15 | $750,018.5 | $227,288.35 | 43.48% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 18,625 | $1.78M | $2.59M | $814,714.62 | 45.85% |
| MG Melissa Glennie Capital Management Associates, Inc | 11,022 | $1.42M | $1.53M | $111,733.98 | 7.86% |