| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 15,490 | $1.38M | $1.53M | $143,127.3 | 10.34% |
Kevin M. Fox Fox Financial, Inc | 313,429 | $21.58M | $30.89M | $9.31M | 43.16% |
United Advisor Group LLC United Advisor Group, LLC | 124,840 | $9.48M | $12.31M | $2.82M | 29.78% |
Steven JE Manders BKM Wealth Management, LLC | 2,000 | $192,640 | $197,140 | $4,500 | 2.34% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 4,763 | $316,168 | $469,488.91 | $153,320.91 | 48.49% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,182 | $210,170 | $215,079.74 | $4,909.74 | 2.34% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,186 | $213,812.2 | $323,570.16 | $109,757.96 | 51.33% |
Cody Gehman Stonebridge Financial Group, LLC | 6,608 | $514,036 | $651,350.56 | $137,314.56 | 26.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 75 | $6,649.64 | $7,587.75 | $938.11 | 14.11% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 2,722 | $213,840 | $268,307.54 | $54,467.54 | 25.47% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,725 | $216,284 | $268,603.25 | $52,319.25 | 24.19% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 4,856 | $322,341.25 | $478,655.92 | $156,314.67 | 48.49% |
Robert Santos Arrowroot Family Office, LLC | 2,924 | $180,921.01 | $293,364.92 | $112,443.91 | 62.15% |
Ian Jameson American Capital Advisory, LLC | 86 | $5,709 | $8,477.02 | $2,768.02 | 48.49% |
Mark Weiskind Fairway Wealth LLC | 262,387 | $19.67M | $25.86M | $6.19M | 31.49% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13,070 | $1.07M | $1.29M | $222,459.18 | 20.87% |
Brian Krause Cascade Financial Partners, LLC | 16,223 | $1.13M | $1.6M | $467,651.62 | 41.33% |
Janice M. Powell Diversify Advisory Services, LLC | 2,552 | $251,295 | $256,884.32 | $5,589.32 | 2.22% |
Brady Green GGM Financials LLC | 235 | $20,671.62 | $23,163.95 | $2,492.33 | 12.06% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,200 | $53,850 | $121,872 | $68,022 | 126.32% |