| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 17,136 | $1.22M | $1.37M | $148,392 | 12.17% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 56,650 | $3.56M | $4.5M | $943,067.18 | 26.51% |
Jessica Thayer Unique Wealth LLC | 173,756 | $12.07M | $13.91M | $1.83M | 15.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 893 | $71,743 | $71,517.69 | -$225.31 | -0.31% |
Charles Corkery PUREfi Wealth, LLC | 13,834 | $987,470.07 | $1.11M | $119,941.63 | 12.15% |
Mark Weber DecisionMap Wealth Management, LLC | 10,341 | $694,378.99 | $829,865.25 | $135,486.26 | 19.51% |
Jeff Ramsey Quotient Wealth Partners, LLC | 199,136 | $13.56M | $15.87M | $2.3M | 16.98% |
Anthony Blagrove Traveka Wealth, LLC | 7,228 | $520,129.91 | $578,565.26 | $58,435.35 | 11.23% |
Stephen Davis Fairvoy Private Wealth LLC | 12,344 | $834,702.95 | $988,075.48 | $153,372.53 | 18.37% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1.98M | $136.71M | $156.84M | $20.14M | 14.73% |