| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 2 | $37.66 | $48 | $10.34 | 27.46% |
Daren Blonski Fermata Advisors LLC | 11,475 | $196,482.84 | $275,227.87 | $78,745.03 | 40.08% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 17,315 | $366,762.04 | $416,183.34 | $49,421.3 | 13.48% |
| RE Rod Ehrlich Wayfinding Financial LLC | 108,607 | $2.12M | $2.61M | $492,265.5 | 23.26% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 8,989 | $170,488.46 | $216,724.79 | $46,236.33 | 27.12% |
Ana-Maria Ignat Covestor Ltd | 162 | $3,402.95 | $3,886.38 | $483.43 | 14.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 436,173 | $8.76M | $10.46M | $1.7M | 19.4% |
Mark Fiskio Empirical Asset Management LLC | 30,333 | $590,869.87 | $727,688.67 | $136,818.8 | 23.16% |
Lukas Lindgren Abound Wealth Management | 210 | $5,028 | $5,044.2 | $16.2 | 0.32% |
Jill Batley Gateway Wealth Partners LLC | 47,440 | $1.14M | $1.14M | $2,844 | 0.25% |
Alexandra Stickelman Root Financial Partners, LLC | 600 | $12,834 | $14,370 | $1,536 | 11.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 29,828 | $711,696 | $718,854.8 | $7,158.8 | 1.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,107 | $139,296.8 | $170,070.51 | $30,773.71 | 22.09% |
Benj Foor Frazier Financial Advisors, LLC | 3,530 | $72,141.27 | $84,455.25 | $12,313.98 | 17.07% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 587 | $12,436.99 | $14,035.17 | $1,598.18 | 12.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 700 | $14,468.95 | $16,723 | $2,254.05 | 15.58% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,991 | $119,485 | $119,210.03 | -$274.97 | -0.23% |
Teresa Coleman Creekside Partners | 15,634 | $295,960.91 | $373,339.92 | $77,379.01 | 26.15% |
REAP Financial Group LLC REAP Financial Group LLC | 15,389 | $260,536.55 | $369,643.78 | $109,107.23 | 41.88% |
Future You Wealth LLC Future You Wealth LLC | 49,468 | $983,287 | $1.19M | $204,687.02 | 20.82% |