| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 6,576 | $358,914.88 | $528,183.66 | $169,268.78 | 47.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,405 | $236,871.24 | $354,470.35 | $117,599.11 | 49.65% |
| MRC Martin R. Curiel MYECFO, LLC | 6,330 | $427,268.14 | $508,424.97 | $81,156.83 | 18.99% |
Andrew Parsons Corrigan Financial, Inc. | 16,239 | $940,329.18 | $1.31M | $366,423.15 | 38.97% |
Peter Sigismondi Ramirez Asset Management, Inc. | 9,209 | $536,898.93 | $741,048.23 | $204,149.3 | 38.02% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 6,598 | $393,160.39 | $523,089.44 | $129,929.05 | 33.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,715 | $1.79M | $2.12M | $324,629.06 | 18.1% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 7,602 | $475,301.27 | $609,718.41 | $134,417.14 | 28.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 893 | $64,540.15 | $71,859.71 | $7,319.56 | 11.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,268 | $234,421 | $262,518.11 | $28,097.11 | 11.99% |
Amir Har-El Savvy Advisors, Inc. | 6,434 | $366,235.4 | $517,743.98 | $151,508.58 | 41.37% |
Steven D Urban Urban Financial Advisory Corp | 1,169 | $72,039.14 | $93,905.65 | $21,866.51 | 30.35% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 105 | $7,532 | $8,449.35 | $917.35 | 12.18% |
Kent Keister Bear Mountain Capital, Inc. | 42,826 | $2.34M | $3.45M | $1.1M | 47.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 418 | $30,071 | $33,498.52 | $3,427.52 | 11.4% |
Adam Colby Wealth Group Ltd | 4,900 | $351,477 | $395,650.5 | $44,173.5 | 12.57% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,127 | $136,131.71 | $250,597.78 | $114,466.07 | 84.08% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 2,850 | $204,350.21 | $228,340.86 | $23,990.65 | 11.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 43,900 | $2.54M | $3.53M | $995,067.14 | 39.21% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 45,332 | $2.51M | $3.63M | $1.13M | 44.93% |