| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 70 | $5,037.9 | $5,816.65 | $778.75 | 15.46% |
Matthew Zienty Cardinal Point Capital Management ULC | 17,123 | $1.22M | $1.41M | $192,476.74 | 15.8% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 68,303 | $4.22M | $5.65M | $1.44M | 34.08% |
Jessica Thayer Unique Wealth LLC | 169,584 | $11.72M | $14.04M | $2.32M | 19.84% |
Charles Corkery PUREfi Wealth, LLC | 12,547 | $876,967.99 | $1.03M | $155,336.43 | 17.71% |
Mark Weber DecisionMap Wealth Management, LLC | 11,486 | $770,483.01 | $945,010.65 | $174,527.64 | 22.65% |
Jeff Ramsey Quotient Wealth Partners, LLC | 206,007 | $14.01M | $16.97M | $2.96M | 21.14% |
Anthony Blagrove Traveka Wealth, LLC | 6,959 | $497,033.57 | $573,073.65 | $76,040.08 | 15.3% |
Stephen Davis Fairvoy Private Wealth LLC | 11,657 | $775,716.18 | $958,671.68 | $182,955.5 | 23.59% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1.94M | $133.29M | $159.31M | $26.02M | 19.52% |