| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher E. Jaccard Financial Alternatives Inc. | 3,720 | $206,961.28 | $316,944 | $109,982.72 | 53.14% |
| PIL PFG Investments LLC PFG Investments LLC | 12,547 | $618,381.1 | $1.02M | $401,564.53 | 64.94% |
| CWL Channel Wealth LLC Channel Wealth LLC | 3,582 | $238,614.55 | $291,180.78 | $52,566.23 | 22.03% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 816 | $59,412.07 | $66,332.64 | $6,920.57 | 11.65% |
Gregory Bosch Strategies Wealth Advisors, LLC | 122,642 | $6.16M | $10.47M | $4.31M | 69.97% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 10,617 | $877,147 | $863,055.93 | -$14,091.07 | -1.61% |
Alexandra Stickelman Root Financial Partners, LLC | 14,608 | $1M | $1.19M | $183,963.84 | 18.33% |
Courtney Holt Compound Planning, Inc. | 17,412 | $1.13M | $1.42M | $282,977.09 | 24.99% |
Katherine Stoner Empower Advisory Group, LLC | 7,826 | $538,873.16 | $665,601.3 | $126,728.14 | 23.52% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,146 | $439,541 | $438,439.2 | -$1,101.8 | -0.25% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,136 | $173,868.31 | $182,328.96 | $8,460.65 | 4.87% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 822 | $47,747.83 | $66,820.38 | $19,072.55 | 39.94% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 26,095 | $1.44M | $2.12M | $677,042.61 | 46.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,376 | $1.85M | $2.55M | $700,510 | 37.86% |
NICOLE MARTIN Arlington Trust Co LLC | 612 | $40,447.08 | $49,749.48 | $9,302.4 | 23% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 72,383 | $5.4M | $5.88M | $479,861.16 | 8.88% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,850 | $264,022.2 | $475,546.5 | $211,524.3 | 80.12% |
Stacey Cheek Wheelhouse Advisory Group LLC | 383,497 | $20.01M | $31.17M | $11.16M | 55.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,939 | $143,629.9 | $157,621.31 | $13,991.41 | 9.74% |
Courtney Haddad Concurrent Investment Advisors, LLC | 165,288 | $11M | $13.44M | $2.44M | 22.19% |