| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 2,372 | $229,870.52 | $287,948.94 | $58,078.42 | 25.27% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,028 | $654,395.34 | $731,769.06 | $77,373.72 | 11.82% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 1,812 | $204,876.1 | $219,967.74 | $15,091.64 | 7.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,212 | $433,154.28 | $510,641.82 | $77,487.54 | 17.89% |
| ME Matthew Ellis Planning Directions Inc | 11,406 | $1.02M | $1.38M | $365,559.17 | 35.87% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 1,955 | $234,443.6 | $237,327.22 | $2,883.62 | 1.23% |
Landaas & Company Landaas & Co | 4,491 | $419,956.49 | $545,342.13 | $125,385.64 | 29.86% |
| YA Yinka Akinsola Blue Trust Inc. | 56 | $6,518.92 | $6,790.28 | $271.36 | 4.16% |
Jeff Ameen Spire Wealth Management | 787 | $75,095.54 | $95,809.38 | $20,713.84 | 27.58% |
Kyle P. Smith NewEdge Wealth LLC | 11,963 | $1.2M | $1.45M | $248,976.35 | 20.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,515 | $299,972 | $305,069.5 | $5,097.5 | 1.7% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,168 | $1.8M | $1.85M | $48,065.88 | 2.67% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,030 | $203,710.5 | $246,239 | $42,528.5 | 20.88% |
Andrew Endelman Independent Wealth Network Inc. | 2,011 | $213,138.89 | $243,944.35 | $30,805.46 | 14.45% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,072 | $1.3M | $1.34M | $40,994.37 | 3.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 65 | $7,565.52 | $7,864.67 | $299.15 | 3.95% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 44,539 | $4.66M | $5.39M | $729,326.12 | 15.65% |
Caroline Jankowski Operose Advisors LLC | 2,062 | $219,192.45 | $249,512.31 | $30,319.86 | 13.83% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 5,512 | $576,775.68 | $666,979.56 | $90,203.88 | 15.64% |
| WTM W. Travis McKinney HB Wealth Management LLC | 122,732 | $14.28M | $14.9M | $619,796.6 | 4.34% |