| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Dubauskas One Plus One Wealth Management LLC | 152,449 | $4.18M | $5.52M | $1.34M | 32.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,060 | $436,668.7 | $581,050.8 | $144,382.1 | 33.06% |
| WB William Bromley Innova Wealth Partners | 26,139 | $888,939.72 | $945,709.02 | $56,769.3 | 6.39% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 2,000 | $50,832.18 | $72,360 | $21,527.82 | 42.35% |
Kyle Moore Quarry Hill Advisors LLC | 10,826 | $263,270.2 | $391,684.68 | $128,414.48 | 48.78% |
Amir Har-El Savvy Advisors, Inc. | 122,506 | $4.16M | $4.43M | $271,971.07 | 6.54% |
One Degree Advisors Inc. One Degree Advisors Inc | 118,150 | $3.13M | $4.27M | $1.14M | 36.57% |
JORDAN GREEN Valley Financial Group, Inc. | 44,536 | $1.18M | $1.64M | $456,629.65 | 38.54% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,671 | $52,520 | $61,586.38 | $9,066.38 | 17.26% |
| CB Chris Benson L.K. Benson & Company P.C. | 28,262 | $816,699.19 | $1.02M | $205,819.97 | 25.2% |
| KV Katherine Vessenes Vestment Financial LLC | 84,126 | $2.2M | $3.04M | $846,803.39 | 38.55% |
| KGL Kilter Group LLC Kilter Group LLC | 2 | $54.4 | $73.15 | $18.75 | 34.47% |