| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 7,622 | $874,972.58 | $904,350.3 | $29,377.72 | 3.36% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 254 | $29,230 | $30,119.32 | $889.32 | 3.04% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 197,333 | $23.15M | $23.41M | $258,167.69 | 1.12% |
Jay Kasting Landing Point Financial Group, LLC | 9,175 | $1.02M | $1.09M | $64,314.25 | 6.28% |
Kings Path Partners LLC Kings Path Partners LLC | 55,758 | $6.49M | $6.62M | $128,462.92 | 1.98% |
Jackie Berry Hershey Financial Advisers, LLC | 22,597 | $2.55M | $2.68M | $133,252.69 | 5.23% |
Laurel Steward Mattson Financial Services, LLC | 7,102 | $818,333.82 | $842,581.28 | $24,247.46 | 2.96% |
Gregory A. Brown Brown Financial Advisors | 3,641 | $421,354.49 | $431,968.24 | $10,613.75 | 2.52% |
Nicholas Munoz IronOak Wealth LLC. | 39,789 | $4.48M | $4.72M | $235,948.29 | 5.26% |
Code Waechter LLC Code Waechter LLC | 1,933 | $226,335 | $229,311.79 | $2,976.79 | 1.32% |
Jared Machen BWM Planning LLC | 31,588 | $3.46M | $3.75M | $285,956.88 | 8.26% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 6,270 | $719,640.11 | $743,904.15 | $24,264.04 | 3.37% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 11,556 | $1.31M | $1.37M | $58,612.29 | 4.47% |
Nate Raabe Rx3 Growth Partners | 42,150 | $4.79M | $5M | $208,269.87 | 4.35% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 7,429 | $841,111.33 | $881,376.56 | $40,265.23 | 4.79% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 8,332 | $975,594 | $988,550.14 | $12,956.14 | 1.33% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 8,627 | $998,534.8 | $1.02M | $24,972.48 | 2.5% |
Elizabeth Arce Sovran Advisors LLC | 3,132 | $368,323 | $371,580.48 | $3,257.48 | 0.88% |
Camaron Barta BXM Wealth LLC | 21,090 | $2.43M | $2.5M | $74,658.6 | 3.08% |
| AC Andrew Carter Panoramic Capital Partners LLC | 1,973 | $231,019 | $234,016.94 | $2,997.94 | 1.3% |