| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,866 | $119,279.38 | $226,671.94 | $107,392.56 | 90.03% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 85,526 | $4.53M | $6.74M | $2.21M | 48.73% |
Todd Lunsford International Private Wealth Advisors LLC | 3,116 | $138,666.73 | $245,275.94 | $106,609.21 | 76.88% |
David Millar Gen-Wealth Partners Inc | 3,269 | $268,421.82 | $257,335.68 | -$11,086.14 | -4.13% |
Jade Eagles WEALTHGARDEN F.S. LLC | 2,366 | $155,199.77 | $186,239.69 | $31,039.92 | 20% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 665 | $61,639 | $52,348.8 | -$9,290.2 | -15.07% |
Dana Weymouth Painted Porch Advisors LLC | 3,121 | $194,826.03 | $245,685.12 | $50,859.09 | 26.1% |
Kara Lilian Lynx Investment Advisory | 72,228 | $3.59M | $5.69M | $2.09M | 58.26% |
Michael Mills Mills Wealth Advisors LLC | 44,793 | $1.94M | $3.53M | $1.58M | 81.39% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 720,395 | $64.6M | $56.7M | -$7.9M | -12.24% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 7,002 | $471,552.2 | $551,197.44 | $79,645.24 | 16.89% |
Carmen McClennon WR Wealth Planners, LLC | 133,029 | $5.23M | $10.46M | $5.23M | 100.1% |
Adam Jordan Paul R. Ried Financial Group, LLC | 30,899 | $1.61M | $2.43M | $825,312.35 | 51.38% |
Heather Fowler A4 Wealth Advisors LLC | 11,822 | $903,791.63 | $930,391.4 | $26,599.77 | 2.94% |
Laurel Steward Mattson Financial Services, LLC | 22,758 | $1.44M | $1.79M | $352,704.99 | 24.56% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 8,100 | $691,497.14 | $636,741 | -$54,756.14 | -7.92% |
Gregory A. Brown Brown Financial Advisors | 28,995 | $1.46M | $2.28M | $820,463.8 | 56.14% |
JAMES ELIOS Elios Financial Group Inc. | 5,187 | $339,852 | $408,216.9 | $68,364.9 | 20.12% |
Caleb Pearson Compass Financial Services Inc. | 2,214 | $198,965.14 | $174,042.54 | -$24,922.6 | -12.53% |
Matthew Riley Hickory Point Bank & Trust | 2,010 | $159,774.63 | $159,694.5 | -$80.13 | -0.05% |