| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,244 | $457,333.84 | $552,524.76 | $95,190.92 | 20.81% |
| WB William Bromley Innova Wealth Partners | 22,742 | $924,403.08 | $888,643.65 | -$35,759.43 | -3.87% |
Jonathan Seed Seed Wealth Management Inc. | 8,320 | $204,016.07 | $320,944 | $116,927.93 | 57.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,999 | $272,349.24 | $270,335.68 | -$2,013.56 | -0.74% |
One Degree Advisors Inc. One Degree Advisors Inc | 101,502 | $2.97M | $3.91M | $937,276.94 | 31.51% |
JORDAN GREEN Valley Financial Group, Inc. | 38,915 | $1.15M | $1.5M | $350,731.24 | 30.55% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,412 | $53,769 | $54,538.36 | $769.36 | 1.43% |
| RZ Rich Zeitz Bravias Capital Group LLC | 24,568 | $969,776.34 | $947,342.08 | -$22,434.26 | -2.31% |
| CB Chris Benson L.K. Benson & Company P.C. | 22,812 | $777,451.86 | $882,140.04 | $104,688.18 | 13.47% |
| KV Katherine Vessenes Vestment Financial LLC | 76,913 | $2.32M | $3M | $676,695.81 | 29.13% |