| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 13,638 | $432,885.93 | $551,452.53 | $118,566.6 | 27.39% |
| WB William Bromley Innova Wealth Partners | 22,742 | $924,403.08 | $919,572.77 | -$4,830.31 | -0.52% |
Jim Clark Worth Asset Management LLC | 5,053 | $201,260.99 | $204,318.05 | $3,057.06 | 1.52% |
Jonathan Seed Seed Wealth Management Inc. | 8,320 | $204,016.07 | $336,419.2 | $132,403.13 | 64.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,924 | $225,831.49 | $239,536.94 | $13,705.45 | 6.07% |
One Degree Advisors Inc. One Degree Advisors Inc | 98,024 | $2.82M | $3.96M | $1.14M | 40.35% |
JORDAN GREEN Valley Financial Group, Inc. | 38,915 | $1.15M | $1.64M | $495,495.04 | 43.17% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,412 | $53,769 | $59,628.76 | $5,859.76 | 10.9% |
| RZ Rich Zeitz Bravias Capital Group LLC | 24,568 | $969,776.34 | $993,407.08 | $23,630.74 | 2.44% |
| CB Chris Benson L.K. Benson & Company P.C. | 22,812 | $777,451.86 | $922,403.22 | $144,951.36 | 18.64% |
| KV Katherine Vessenes Vestment Financial LLC | 72,461 | $2.15M | $2.93M | $784,061.21 | 36.54% |