| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 41 | $6,856 | $20,739.44 | $13,883.44 | 202.5% |
Brian Dechow SWAN Capital LLC | 30 | $9,699 | $15,445.5 | $5,746.5 | 59.25% |
| MC Morgan Carter RFP Financial Group LLC | 680 | $218,875.76 | $350,098 | $131,222.24 | 59.95% |
Christopher Casanega Sharper & Granite LLC | 5,090 | $1.12M | $2.73M | $1.61M | 143.27% |
| BP Brett Pohl Kingdom Financial Group LLC | 57 | $18,231 | $29,347.3 | $11,116.3 | 60.97% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 659 | $169,023.26 | $329,625.21 | $160,601.95 | 95.02% |
Jill Batley Gateway Wealth Partners LLC | 1,794 | $495,650.77 | $917,236.32 | $421,585.55 | 85.06% |
Alexandra Stickelman Root Financial Partners, LLC | 80 | $25,529.33 | $40,572.4 | $15,043.07 | 58.92% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,515 | $395,243.81 | $768,968.55 | $373,724.74 | 94.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,633 | $444,816.25 | $816,810.27 | $371,994.02 | 83.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 50 | $8,236.62 | $25,352.25 | $17,115.63 | 207.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,491 | $478,137.07 | $758,658.07 | $280,521 | 58.67% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6 | $1,956.72 | $3,042.27 | $1,085.55 | 55.48% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 80 | $26,090 | $40,563.6 | $14,473.6 | 55.48% |
Joshua Stipcich Tidemark, LLC | 34 | $7,642.82 | $17,194.14 | $9,551.32 | 124.97% |
| CI CacheTech Inc. CacheTech Inc. | 23,723 | $5.74M | $11.93M | $6.19M | 107.91% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,017 | $474,766.11 | $1.02M | $540,248.8 | 113.79% |
Michael Bailey MGB Wealth Management, LLC | 31,571 | $7.2M | $15.89M | $8.69M | 120.61% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,059 | $238,052.31 | $534,074.88 | $296,022.57 | 124.35% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 6 | $1,403 | $3,021.9 | $1,618.9 | 115.39% |