| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 31,598 | $2.53M | $3M | $469,385.09 | 18.55% |
| CE Curtis Ellergodt Rothschild Investment LLC | 164 | $13,735 | $15,572.62 | $1,837.62 | 13.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 274 | $21,790.52 | $25,919.03 | $4,128.51 | 18.95% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 6,580 | $545,767.42 | $624,803.9 | $79,036.48 | 14.48% |
Jeff Ameen Spire Wealth Management | 39 | $3,243.63 | $3,740.49 | $496.86 | 15.32% |
| SL Shad Lamm Keystone Wealth Services LLC | 7,460 | $565,488.56 | $707,431.8 | $141,943.24 | 25.1% |
Alexandria Fry Dentgroup LLC | 2,974 | $247,428.95 | $280,745.6 | $33,316.65 | 13.47% |
Clint Dunn Beaird Harris Wealth Management LLC | 51 | $5,027.07 | $4,878.66 | -$148.41 | -2.95% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 11,929 | $760,721.24 | $1.14M | $380,406.9 | 50.01% |
Dalila Toledo Ascent Group LLC | 4,730 | $310,201.6 | $442,232.3 | $132,030.7 | 42.56% |
Jim Clark Worth Asset Management LLC | 8,303 | $699,461.44 | $776,290.65 | $76,829.21 | 10.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,952 | $1.29M | $1.89M | $600,658.29 | 46.6% |
| TT Thaddeus Toal RCS Financial Planning LLC | 8,890 | $712,089 | $839,438.25 | $127,349.25 | 17.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,005 | $820,469.64 | $930,064.8 | $109,595.16 | 13.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 22,616 | $1.64M | $2.13M | $485,431.94 | 29.59% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,030 | $82,475 | $96,608.85 | $14,133.85 | 17.14% |
| FTM F. Thomas Mosley Mosley Wealth Management | 6,806 | $568,787.93 | $636,531.15 | $67,743.22 | 11.91% |
Kings Path Partners LLC Kings Path Partners LLC | 5 | $379.3 | $466.42 | $87.12 | 22.97% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 429 | $29,862.9 | $40,034.28 | $10,171.38 | 34.06% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 2,661 | $223,408.54 | $248,324.52 | $24,915.98 | 11.15% |