| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 70 | $5,037.9 | $5,691.7 | $653.8 | 12.98% |
Matthew Zienty Cardinal Point Capital Management ULC | 17,136 | $1.22M | $1.39M | $174,096 | 14.28% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 56,650 | $3.56M | $4.61M | $1.05M | 29.47% |
Jessica Thayer Unique Wealth LLC | 173,756 | $12.07M | $14.13M | $2.05M | 17.02% |
Charles Corkery PUREfi Wealth, LLC | 13,834 | $987,470.07 | $1.12M | $137,372.47 | 13.91% |
Mark Weber DecisionMap Wealth Management, LLC | 10,341 | $694,378.99 | $840,826.71 | $146,447.72 | 21.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 206,007 | $14.01M | $16.75M | $2.74M | 19.55% |
Anthony Blagrove Traveka Wealth, LLC | 7,228 | $520,129.91 | $587,708.68 | $67,578.77 | 12.99% |
Stephen Davis Fairvoy Private Wealth LLC | 12,344 | $834,702.95 | $1M | $168,987.69 | 20.25% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1.94M | $133.29M | $157.44M | $24.15M | 18.12% |