| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Payne Payne Capital Management, LLC | 13,202 | $1.64M | $2.11M | $470,200.96 | 28.65% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 7,373 | $772,108.81 | $1.17M | $395,626.93 | 51.24% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22 | $3,086 | $3,311.44 | $225.44 | 7.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,017 | $517,324.58 | $604,638.84 | $87,314.26 | 16.88% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,969 | $499,996.4 | $629,542.97 | $129,546.57 | 25.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 21,135 | $3.17M | $3.18M | $11,417.73 | 0.36% |
Charles Corkery PUREfi Wealth, LLC | 1,505 | $202,256.6 | $226,532.6 | $24,276 | 12% |
James Rankin Modern Wealth Management, LLC | 1,609 | $229,428.99 | $257,343.46 | $27,914.47 | 12.17% |
Benj Foor Frazier Financial Advisors, LLC | 4,121 | $474,542.24 | $653,652.46 | $179,110.22 | 37.74% |
Amir Har-El Savvy Advisors, Inc. | 16,153 | $2.33M | $2.43M | $96,535.43 | 4.13% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,227 | $635,940.64 | $670,465.65 | $34,525.01 | 5.43% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 31 | $3,480 | $4,666.12 | $1,186.12 | 34.08% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 16,549 | $1.93M | $2.49M | $564,667.44 | 29.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 16,600 | $2.56M | $2.5M | -$58,266 | -2.28% |
Taylor Wagner Valued Wealth Advisors LLC | 44 | $6,415 | $6,622.88 | $207.88 | 3.24% |
Anthony Blagrove Traveka Wealth, LLC | 15,597 | $1.8M | $2.35M | $549,715.08 | 30.57% |
Kent Keister Bear Mountain Capital, Inc. | 22,754 | $2.54M | $3.42M | $889,696.6 | 35.09% |
Joshua Stipcich Tidemark, LLC | 52 | $6,001.94 | $8,247.98 | $2,246.04 | 37.42% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,005 | $411,921.16 | $452,312.6 | $40,391.44 | 9.81% |
Andrea Butler Sequent Planning LLC | 2,144 | $260,973.02 | $342,911.36 | $81,938.34 | 31.4% |