| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Dubauskas One Plus One Wealth Management LLC | 28,873 | $670,658.31 | $703,635.01 | $32,976.7 | 4.92% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 56,571 | $1.3M | $1.37M | $72,885.11 | 5.61% |
Daniel Guy Ethos Financial Group LLC | 147,500 | $3.37M | $3.59M | $223,979.7 | 6.65% |
One Degree Advisors Inc. One Degree Advisors Inc | 112,765 | $2.57M | $2.75M | $174,775.23 | 6.8% |
JORDAN GREEN Valley Financial Group, Inc. | 48,844 | $1.13M | $1.19M | $60,870.54 | 5.39% |
Chris Chatto Encompass More Asset Management | 257,721 | $6.19M | $6.31M | $118,548.25 | 1.92% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 16,239 | $375,976.7 | $398,180.28 | $22,203.58 | 5.91% |
Jared Machen BWM Planning LLC | 418,386 | $9.71M | $10.19M | $482,092.23 | 4.96% |
| CB Chris Benson L.K. Benson & Company P.C. | 471,357 | $10.72M | $11.54M | $823,992.5 | 7.69% |
| KV Katherine Vessenes Vestment Financial LLC | 77,730 | $1.89M | $1.9M | $14,379.7 | 0.76% |