| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 29,092 | $1.88M | $1.94M | $59,371.25 | 3.17% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 5,664 | $357,692.81 | $376,769.28 | $19,076.47 | 5.33% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 125,219 | $7.88M | $8.33M | $453,243.24 | 5.75% |
Lars Phillips RAM Investment Partners, LLC | 6,887 | $448,891.78 | $458,019.93 | $9,128.15 | 2.03% |
Andrew Halac Talon Private Wealth, LLC | 1 | $65.69 | $66.5 | $0.81 | 1.23% |
Bradley Harsch Strategic Advocates LLC | 6,633 | $448,125.53 | $441,127.66 | -$6,997.87 | -1.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,387 | $1.12M | $1.16M | $36,125.65 | 3.23% |
NICOLE MARTIN Arlington Trust Co LLC | 474 | $31,455.3 | $31,525.74 | $70.44 | 0.22% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 59,428 | $4M | $3.96M | -$42,861.08 | -1.07% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,124 | $75,791.72 | $74,802.2 | -$989.52 | -1.31% |
Kevin Bresler TD Waterhouse Canada Inc. | 324,243 | $21.24M | $21.57M | $332,057.41 | 1.56% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 7,077 | $452,270.79 | $470,691.27 | $18,420.48 | 4.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,040 | $264,131.36 | $268,862 | $4,730.64 | 1.79% |
KKM Financial LLC KKM Financial LLC | 8,151 | $522,911.04 | $542,123.01 | $19,211.97 | 3.67% |
Benj Foor Frazier Financial Advisors, LLC | 2,822 | $181,374.2 | $187,804.1 | $6,429.9 | 3.55% |
Amir Har-El Savvy Advisors, Inc. | 5,514 | $362,209 | $366,791.28 | $4,582.28 | 1.27% |
United Advisor Group LLC United Advisor Group, LLC | 7,999 | $523,524.41 | $532,333.45 | $8,809.04 | 1.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 36 | $2,365 | $2,394.72 | $29.72 | 1.26% |
Joshua Stipcich Tidemark, LLC | 14 | $920 | $931.56 | $11.56 | 1.26% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 81,776 | $5.43M | $5.44M | $6,819.54 | 0.13% |