| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 468 | $46,745.22 | $59,548.32 | $12,803.1 | 27.39% |
Sara Beth Stanich Stanich Group LLC | 2,811 | $306,989.55 | $358,037.07 | $51,047.52 | 16.63% |
Kara Lilian Lynx Investment Advisory | 2,276 | $270,115.51 | $290,406.22 | $20,290.71 | 7.51% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,980 | $1.2M | $1.27M | $72,247.21 | 6.03% |
Teresa Coleman Creekside Partners | 31,684 | $3.32M | $4.05M | $728,252.4 | 21.93% |
David Levy Diversified Enterprises LLC | 5,730 | $668,841 | $729,343.05 | $60,502.05 | 9.05% |
Travis Bettfreund K2 Financial Inc. | 20,328 | $2.22M | $2.59M | $374,088.76 | 16.89% |
Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 10,167 | $1.11M | $1.29M | $183,585.7 | 16.53% |
| PS Paula Spurgeon BankPlus Trust Department | 23 | $2,511.42 | $2,923.76 | $412.34 | 16.42% |
Patrick Byrne Aspetuck Financial Management LLC | 4,670 | $509,964.18 | $594,467.65 | $84,503.47 | 16.57% |
| MWG Martin Worley Group Martin Worley Group | 5,424 | $592,300.62 | $690,014.16 | $97,713.54 | 16.5% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 388 | $46,075 | $49,330.32 | $3,255.32 | 7.07% |
Grant Reeves CVFG LLC | 2,670 | $291,704.37 | $340,117.95 | $48,413.58 | 16.6% |
Samira Kadam Synergy Investment Management LLC | 224 | $27,984 | $28,512.96 | $528.96 | 1.89% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 4,994 | $545,963.47 | $628,594.78 | $82,631.31 | 15.13% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 11,328 | $1.24M | $1.44M | $204,809.88 | 16.56% |
Rossby Financial LLC Rossby Financial LLC | 958 | $114,490.09 | $121,895.92 | $7,405.83 | 6.47% |
| KV Katherine Vessenes Vestment Financial LLC | 3,439 | $392,195.65 | $437,956.65 | $45,761 | 11.67% |
Ameriflex Group Inc. Ameriflex Group Inc. | 182 | $21,882 | $23,157.68 | $1,275.68 | 5.83% |
Nicole Reese WPG Advisers LLC | 2,816 | $308,010.94 | $358,307.84 | $50,296.9 | 16.33% |