| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,969 | $413,566.78 | $535,914.22 | $122,347.44 | 29.58% |
Christopher Warner WARNER FINANCIAL Inc. | 3,170 | $365,359.08 | $431,912.5 | $66,553.42 | 18.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,479 | $271,797.56 | $338,482.66 | $66,685.1 | 24.53% |
Sean Murray Quantum Financial Advisors LLC | 3,323 | $348,480.07 | $449,352.67 | $100,872.6 | 28.95% |
Angela Cox W Advisors LLC | 1,574 | $208,145.78 | $214,095.48 | $5,949.7 | 2.86% |
Benjamin Cauley Carr Financial Group Corp. | 2,571 | $300,822.33 | $349,861.68 | $49,039.35 | 16.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,764 | $304,598.06 | $512,957.92 | $208,359.86 | 68.4% |
Brook Hart Presilium Private Wealth LLC | 8,734 | $681,420.93 | $1.19M | $509,765.66 | 74.81% |
Albert Moore First National Advisers LLC | 2,460 | $291,066.9 | $332,653.5 | $41,586.6 | 14.29% |
Anita Woodhouse V-Square Quantitative Management LLC | 77,000 | $10.18M | $10.51M | $331,099.23 | 3.25% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 6,248 | $548,581.35 | $839,512.52 | $290,931.17 | 53.03% |
Mariana Coli Dunhill Financial LLC | 2,187 | $222,293.67 | $298,612.98 | $76,319.31 | 34.33% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 93 | $11,290.8 | $12,502.45 | $1,211.65 | 10.73% |
Lukas Lindgren Abound Wealth Management | 859 | $75,909.25 | $117,390.94 | $41,481.69 | 54.65% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,923 | $478,857.74 | $530,526.9 | $51,669.16 | 10.79% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,628 | $220,643 | $222,287.1 | $1,644.1 | 0.75% |
Victoria Latham Fiduciary Alliance LLC | 2,015 | $221,138.75 | $270,916.75 | $49,778 | 22.51% |
Stephen Cheifetz Kades & Cheifetz LLC | 3,521 | $316,303.01 | $480,933.39 | $164,630.38 | 52.05% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 8,520 | $646,148.09 | $1.16M | $515,852.11 | 79.83% |
Patrick D. Hayes Canopy Partners LLC | 4,512 | $517,420.81 | $614,173.44 | $96,752.63 | 18.7% |