| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR Roberto Roman MGO Private Wealth LLC | 10,402 | $779,179.86 | $1.2M | $423,707.42 | 54.38% |
Brian Dechow SWAN Capital LLC | 452 | $46,598.19 | $52,269.28 | $5,671.09 | 12.17% |
Loni Adams Daymark Wealth Partners LLC | 1,957 | $226,349 | $213,371.71 | -$12,977.29 | -5.73% |
Christopher Casanega Sharper & Granite LLC | 9,233 | $689,401.04 | $1.01M | $317,272.94 | 46.02% |
Amy Hart Phillips Wealth Planners LLC | 3,078 | $226,960.19 | $350,153.28 | $123,193.09 | 54.28% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,455 | $284,019 | $277,562.3 | -$6,456.7 | -2.27% |
Rick Mordesovich Sonoma Private Wealth LLC | 2,120 | $188,414.72 | $246,725.6 | $58,310.88 | 30.95% |
| SM Sarah Moore BOS Asset Management LLC | 2,859 | $234,990.79 | $311,716.77 | $76,725.98 | 32.65% |
Kevin Kroskey True Wealth Design LLC | 80 | $7,819 | $8,722.4 | $903.4 | 11.55% |
Brett Carleton Heritage Wealth Management Inc./Texas | 1,845 | $213,448 | $209,887.2 | -$3,560.8 | -1.67% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,458 | $222,543.36 | $389,267.06 | $166,723.7 | 74.92% |
Courtney Holt Compound Planning, Inc. | 6,374 | $454,289.99 | $694,957.21 | $240,667.22 | 52.98% |
Katherine Stoner Empower Advisory Group, LLC | 3,587 | $330,427.9 | $414,800.68 | $84,372.78 | 25.53% |
Peter Sigismondi Ramirez Asset Management, Inc. | 750 | $50,160 | $86,730 | $36,570 | 72.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 820 | $76,823.01 | $89,404.6 | $12,581.59 | 16.38% |
Jae Cho Marex Group plc | 22,800 | $2.23M | $2.65M | $425,220 | 19.08% |
Kevin Bresler TD Waterhouse Canada Inc. | 74,410 | $5.9M | $8.11M | $2.21M | 37.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,980 | $622,815.16 | $761,029.39 | $138,214.23 | 22.19% |
James Rankin Modern Wealth Management, LLC | 23,309 | $2.7M | $2.71M | $16,050.42 | 0.6% |
Amir Har-El Savvy Advisors, Inc. | 2,504 | $226,955.13 | $273,011.12 | $46,055.99 | 20.29% |