| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Dubauskas One Plus One Wealth Management LLC | 28,873 | $670,658.31 | $705,223.02 | $34,564.71 | 5.15% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 63,275 | $1.46M | $1.55M | $86,515.54 | 5.93% |
Daniel Guy Ethos Financial Group LLC | 147,500 | $3.37M | $3.6M | $232,829.7 | 6.91% |
One Degree Advisors Inc. One Degree Advisors Inc | 112,765 | $2.57M | $2.75M | $183,232.6 | 7.13% |
JORDAN GREEN Valley Financial Group, Inc. | 48,631 | $1.12M | $1.19M | $71,204.79 | 6.34% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,513 | $83,972 | $86,307.38 | $2,335.38 | 2.78% |
Chris Chatto Encompass More Asset Management | 271,228 | $6.51M | $6.62M | $115,288.72 | 1.77% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 17,289 | $401,050.68 | $424,756.15 | $23,705.47 | 5.91% |
Jared Machen BWM Planning LLC | 453,498 | $10.55M | $11.08M | $525,520.97 | 4.98% |
| CB Chris Benson L.K. Benson & Company P.C. | 517,076 | $11.81M | $12.63M | $817,218.34 | 6.92% |
| KV Katherine Vessenes Vestment Financial LLC | 140,010 | $3.39M | $3.42M | $28,945.49 | 0.85% |