| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 3,888 | $352,874.88 | $354,838.32 | $1,963.44 | 0.56% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,063 | $719,078.31 | $735,869.69 | $16,791.38 | 2.34% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,245 | $201,840.7 | $204,901.15 | $3,060.45 | 1.52% |
cullen roche Orcam Financial Group | 6,775 | $601,488.7 | $618,049.37 | $16,560.67 | 2.75% |
Joshua Moeller Hill Island Financial LLC | 141,558 | $12.69M | $12.91M | $229,287.19 | 1.81% |
Vyoma Patel Strata Wealth Advisors LLC | 94,341 | $8.56M | $8.61M | $47,486.01 | 0.55% |
Daniel Guy Ethos Financial Group LLC | 3,936 | $349,674.2 | $360,084.96 | $10,410.76 | 2.98% |
Matthew C. Jessup Jessup Wealth Management Inc. | 2,661 | $234,040 | $242,763.03 | $8,723.03 | 3.73% |
Jennifer Henry Continuum Wealth Advisors LLC | 460,188 | $41.02M | $41.98M | $967,485.3 | 2.36% |
Andrew Nall PMV Capital Advisers, LLC | 20,109 | $1.82M | $1.83M | $17,444.8 | 0.96% |
Keith Henderson CULTIVAR CAPITAL, INC. | 247,494 | $21.42M | $22.59M | $1.17M | 5.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,088 | $2.18M | $2.2M | $18,134.94 | 0.83% |
Derek Ripp Austin Wealth Management, LLC | 10,213 | $913,822.84 | $930,812.82 | $16,989.98 | 1.86% |
JORDAN GREEN Valley Financial Group, Inc. | 14,849 | $1.32M | $1.35M | $31,235.15 | 2.36% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 142,052 | $12.78M | $12.96M | $177,905.69 | 1.39% |
Chris Chatto Encompass More Asset Management | 39,820 | $3.6M | $3.63M | $35,838.2 | 1% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,321 | $300,086 | $304,004.34 | $3,918.34 | 1.31% |
| WL Wealthcollab LLC WealthCollab, LLC | 10,029 | $893,019.66 | $914,795.23 | $21,775.57 | 2.44% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 47,198 | $4.25M | $4.31M | $54,886.13 | 1.29% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 9,230 | $832,511.86 | $842,145.2 | $9,633.34 | 1.16% |