| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 317 | $30,980 | $34,774.9 | $3,794.9 | 12.25% |
Christopher Casanega Sharper & Granite LLC | 9,233 | $689,401.04 | $1.03M | $340,909.43 | 49.45% |
Amy Hart Phillips Wealth Planners LLC | 3,187 | $235,247.46 | $349,135.85 | $113,888.39 | 48.41% |
Jesse Ellington Dover Advisors LLC | 3,010 | $251,621.99 | $329,549.85 | $77,927.86 | 30.97% |
| RM Rick Mordesovich Sonoma Private Wealth LLC | 2,087 | $184,596.95 | $229,194.34 | $44,597.39 | 24.16% |
| SM Sarah Moore BOS Asset Management LLC | 2,859 | $234,990.79 | $312,159.91 | $77,169.12 | 32.84% |
Kevin Kroskey True Wealth Design LLC | 80 | $7,819 | $8,927.2 | $1,108.2 | 14.17% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,458 | $222,543.36 | $379,688.4 | $157,145.04 | 70.61% |
Alexandra Stickelman Root Financial Partners, LLC | 570 | $51,208.08 | $62,309.55 | $11,101.47 | 21.68% |
Courtney Holt Compound Planning, Inc. | 6,539 | $470,414.29 | $714,810.78 | $244,396.49 | 51.95% |
Katherine Stoner Empower Advisory Group, LLC | 3,036 | $266,682.71 | $331,880.34 | $65,197.63 | 24.45% |
Peter Sigismondi Ramirez Asset Management, Inc. | 750 | $50,160 | $82,016.25 | $31,856.25 | 63.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 965 | $89,559.75 | $104,220 | $14,660.25 | 16.37% |
Jae Cho Marex Group plc | 22,800 | $2.23M | $2.49M | $265,050 | 11.9% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 322 | $29,108.98 | $35,233.24 | $6,124.26 | 21.04% |
Kevin Bresler TD Waterhouse Canada Inc. | 74,437 | $5.9M | $8.12M | $2.22M | 37.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,980 | $622,815.16 | $763,751.6 | $140,936.44 | 22.63% |
Amir Har-El Savvy Advisors, Inc. | 2,504 | $226,955.13 | $273,186.4 | $46,231.27 | 20.37% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 304 | $29,710 | $33,166.4 | $3,456.4 | 11.63% |
PETER KRUSSEL Southland Equity Partners LLC | 3,772 | $287,506.52 | $411,845.82 | $124,339.3 | 43.25% |