| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,614 | $488,628.91 | $659,769.57 | $171,140.66 | 35.02% |
| WB William Bromley Innova Wealth Partners | 17,346 | $690,891.18 | $732,955.23 | $42,064.05 | 6.09% |
Jim Clark Worth Asset Management LLC | 5,053 | $201,260.99 | $209,371.05 | $8,110.06 | 4.03% |
Jonathan Seed Seed Wealth Management Inc. | 8,320 | $204,016.07 | $345,446.4 | $141,430.33 | 69.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,924 | $225,831.49 | $245,816.38 | $19,984.89 | 8.85% |
One Degree Advisors Inc. One Degree Advisors Inc | 98,024 | $2.82M | $4.07M | $1.24M | 44.03% |
JORDAN GREEN Valley Financial Group, Inc. | 38,997 | $1.15M | $1.62M | $466,567.78 | 40.56% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,412 | $53,769 | $57,111.73 | $3,342.73 | 6.22% |
| RZ Rich Zeitz Bravias Capital Group LLC | 20,082 | $775,647.1 | $812,517.72 | $36,870.62 | 4.75% |
| CB Chris Benson L.K. Benson & Company P.C. | 24,288 | $819,092.64 | $981,720.96 | $162,628.32 | 19.85% |
| KV Katherine Vessenes Vestment Financial LLC | 71,091 | $2.09M | $2.88M | $789,950.84 | 37.82% |