| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Brown Granite Harbor Advisors Inc. | 3,870 | $201,794.46 | $235,179.9 | $33,385.44 | 16.54% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 3,695 | $226,221 | $224,545.15 | -$1,675.85 | -0.74% |
Katherine Stoner Empower Advisory Group, LLC | 6,392 | $222,675.95 | $401,865.04 | $179,189.09 | 80.47% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,154 | $341,645.64 | $373,978.58 | $32,332.94 | 9.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,642 | $189,446.06 | $221,324.34 | $31,878.28 | 16.83% |
Annmarie Young KPP Advisory Services LLC | 173,685 | $10.03M | $10.55M | $521,435.39 | 5.2% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 24,764 | $1.11M | $1.5M | $390,100.12 | 34.99% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,791 | $284,010 | $291,149.07 | $7,139.07 | 2.51% |
Denise Reinert CGC Financial Services, LLC | 1,026 | $51,124.74 | $62,350.02 | $11,225.28 | 21.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 607,616 | $30.42M | $36.92M | $6.5M | 21.38% |
Kevin Orr Centennial Bank/AR/ | 61,900 | $3.29M | $3.92M | $624,107.5 | 18.95% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 35,998 | $2.19M | $2.19M | -$5,913.61 | -0.27% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 39,396 | $1.61M | $2.39M | $781,644.24 | 48.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 260 | $14,269.14 | $15,800.2 | $1,531.06 | 10.73% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 7,460 | $439,506.13 | $453,344.2 | $13,838.07 | 3.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 141,185 | $7.73M | $8.58M | $846,040.1 | 10.94% |
James Rankin Modern Wealth Management, LLC | 12,560 | $689,920.6 | $792,661.6 | $102,741 | 14.89% |
United Advisor Group LLC United Advisor Group, LLC | 15,402 | $767,639.06 | $935,979.54 | $168,340.48 | 21.93% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,910 | $222,916.36 | $374,014.35 | $151,097.99 | 67.78% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 33,955 | $2.01M | $2.13M | $121,902.7 | 6.06% |