| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Flavin Aspire Capital Advisors LLC | 13,842 | $673,413.3 | $814,323.48 | $140,910.18 | 20.92% |
Brian Kellett Kellett Wealth Advisors LLC | 328,741 | $16.03M | $19.3M | $3.27M | 20.42% |
Arthur Garcia Atlas Financial Advisors Inc. | 12,991 | $515,872.61 | $761,857.19 | $245,984.58 | 47.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,278 | $840,574.7 | $1.01M | $171,656.93 | 20.42% |
Kellie Borror Daner Wealth Management LLC | 12,787 | $632,047.12 | $749,126.39 | $117,079.27 | 18.52% |
Jeffrey Hanson Breakwater Capital Group | 148,995 | $7.46M | $8.74M | $1.29M | 17.26% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 195,510 | $10.49M | $11.48M | $985,152.82 | 9.39% |
Jill Batley Gateway Wealth Partners LLC | 66,868 | $3.61M | $3.93M | $319,443.22 | 8.84% |
| PIL PFG Investments LLC PFG Investments LLC | 16,366 | $873,944.75 | $959,702.24 | $85,757.49 | 9.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,096 | $1.59M | $1.76M | $173,671.63 | 10.95% |
United Advisor Group LLC United Advisor Group, LLC | 8,205 | $441,705.71 | $480,936.07 | $39,230.36 | 8.88% |
Jennifer Lutz Trademark Financial Management, LLC | 6,260 | $330,341.08 | $367,180.3 | $36,839.22 | 11.15% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,070 | $42,198.96 | $62,509.4 | $20,310.44 | 48.13% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 3,140 | $174,497.52 | $183,470.2 | $8,972.68 | 5.14% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 5,488 | $250,585.78 | $321,157.76 | $70,571.98 | 28.16% |