| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 3 | $2,215 | $2,232.48 | $17.48 | 0.79% |
Bryce Maxwell Westerkirk Capital Inc. | 1,086 | $626,646.36 | $808,157.73 | $181,511.37 | 28.97% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 4,109 | $2.08M | $3.05M | $975,569.37 | 46.93% |
Landon Marsh Scott Marsh Financial LLC | 986 | $527,401 | $733,741.73 | $206,340.73 | 39.12% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 1,418 | $870,737.96 | $1.06M | $184,480.88 | 21.19% |
Todd Arthur Gomes Sonoma Allocations LLC | 256 | $207,168 | $190,504.95 | -$16,663.05 | -8.04% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 33 | $20,188.67 | $24,557.28 | $4,368.61 | 21.64% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 990 | $821,582 | $736,718.37 | -$84,863.63 | -10.33% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $738 | $744.16 | $6.16 | 0.83% |