| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Zilka Baron Wealth Management LLC | 1,303 | $246,163.79 | $431,338.6 | $185,174.81 | 75.22% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 64 | $21,218.08 | $21,066.24 | -$151.84 | -0.72% |
Alexandra Stickelman Root Financial Partners, LLC | 234 | $52,353.42 | $77,023.44 | $24,670.02 | 47.12% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,431 | $375,764.36 | $800,187.96 | $424,423.6 | 112.95% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,070 | $506,335.53 | $681,361.2 | $175,025.67 | 34.57% |
Courtney Holt Compound Planning, Inc. | 962 | $263,229 | $316,651.92 | $53,422.92 | 20.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,192 | $248,161.73 | $390,809.11 | $142,647.38 | 57.48% |
Mathieu Cornu Pictet Asset Management Holding SA | 7,886 | $1.29M | $2.59M | $1.29M | 100.31% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 14 | $2,404.14 | $4,715.76 | $2,311.62 | 96.15% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 921 | $252,101 | $303,266.88 | $51,165.88 | 20.3% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 841 | $205,742.34 | $276,886.63 | $71,144.29 | 34.58% |
Syon Capital LLC SYON CAPITAL LLC | 3,230 | $646,119.9 | $1.06M | $417,309.12 | 64.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,704 | $465,869.9 | $558,929.04 | $93,059.14 | 19.98% |
| AK Alisha Kamadia United Community Bank | 1,163 | $318,220 | $382,900.29 | $64,680.29 | 20.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,556 | $357,111.44 | $512,289.64 | $155,178.2 | 43.45% |
Benj Foor Frazier Financial Advisors, LLC | 26 | $4,652 | $8,560.11 | $3,908.11 | 84.01% |
Amir Har-El Savvy Advisors, Inc. | 1,383 | $345,595.7 | $453,527.19 | $107,931.49 | 31.23% |
Ann Keitner Quantum Portfolio Management LLC | 1,642 | $449,284 | $540,603.85 | $91,319.85 | 20.33% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 47 | $12,860 | $15,412.71 | $2,552.71 | 19.85% |
Taylor Wagner Valued Wealth Advisors LLC | 23 | $4,925.61 | $7,542.39 | $2,616.78 | 53.13% |