| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,236 | $67,845 | $94,961.88 | $27,116.88 | 39.97% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,108 | $471,402.56 | $549,945.96 | $78,543.4 | 16.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 147 | $9,684 | $11,280.78 | $1,596.78 | 16.49% |
Amy Ardeel Icon Wealth Advisors LLC | 10,372 | $616,033.08 | $802,481.64 | $186,448.56 | 30.27% |
Jill Batley Gateway Wealth Partners LLC | 22,819 | $1.57M | $1.74M | $170,118.75 | 10.82% |
| JC Jared Calvert Buck Wealth Strategies LLC | 375 | $28,265 | $28,790.62 | $525.62 | 1.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,491 | $779,604.11 | $888,943.76 | $109,339.65 | 14.03% |
Erin Colleen Ross Birnam Oak Advisors, LP | 60,343 | $3.42M | $4.63M | $1.21M | 35.44% |
Jesse Steele Etesian Wealth Advisors, Inc. | 2,700 | $160,056.2 | $208,899 | $48,842.8 | 30.52% |
NICOLE MARTIN Arlington Trust Co LLC | 5,736 | $418,134.53 | $440,754.24 | $22,619.71 | 5.41% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,002 | $235,657 | $232,264.74 | -$3,392.26 | -1.44% |
Syon Capital LLC SYON CAPITAL LLC | 39,752 | $2.43M | $3.05M | $615,211.39 | 25.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 200 | $12,356 | $15,381 | $3,025 | 24.48% |
Menachem Striks Morton Capital Management LLC/CA | 7,777 | $516,679.31 | $601,706.49 | $85,027.18 | 16.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,525 | $344,991.85 | $427,469.25 | $82,477.4 | 23.91% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,728 | $257,747.24 | $292,610.72 | $34,863.48 | 13.53% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,396 | $227,543.39 | $266,552.04 | $39,008.65 | 17.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 228 | $15,172.74 | $17,509.26 | $2,336.52 | 15.4% |
Chandler te Velde Maia Wealth LLC | 6,335 | $446,490.78 | $490,138.95 | $43,648.17 | 9.78% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 54,780 | $3.39M | $4.19M | $807,820.55 | 23.85% |