| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 235,630 | $14.28M | $15.79M | $1.51M | 10.58% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 55,203 | $3.4M | $3.68M | $273,566.2 | 8.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 44,745 | $2.77M | $3.01M | $238,242.61 | 8.6% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,438 | $268,474.06 | $362,578.65 | $94,104.59 | 35.05% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,982 | $230,818.51 | $267,670.04 | $36,851.53 | 15.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 160,712 | $9.33M | $10.66M | $1.32M | 14.15% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 20,082 | $1.18M | $1.29M | $102,868.63 | 8.69% |