| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Dubauskas One Plus One Wealth Management LLC | 152,449 | $4.18M | $5.55M | $1.38M | 32.93% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,732 | $428,291.58 | $580,117.5 | $151,825.92 | 35.45% |
| WB William Bromley Innova Wealth Partners | 26,139 | $888,939.72 | $967,665.78 | $78,726.06 | 8.86% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 2,000 | $50,832.18 | $73,950 | $23,117.82 | 45.48% |
Kyle Moore Quarry Hill Advisors LLC | 10,826 | $263,270.2 | $394,012.27 | $130,742.07 | 49.66% |
Amir Har-El Savvy Advisors, Inc. | 131,099 | $4.45M | $4.78M | $323,533.59 | 7.27% |
One Degree Advisors Inc. One Degree Advisors Inc | 123,872 | $3.33M | $4.51M | $1.19M | 35.7% |
JORDAN GREEN Valley Financial Group, Inc. | 44,536 | $1.18M | $1.62M | $435,875.87 | 36.79% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,671 | $52,520 | $60,940.87 | $8,420.87 | 16.03% |
| CB Chris Benson L.K. Benson & Company P.C. | 28,262 | $816,699.19 | $1.03M | $213,450.71 | 26.14% |
| KV Katherine Vessenes Vestment Financial LLC | 83,816 | $2.19M | $3.09M | $897,896.13 | 41.01% |
Kilter Group LLC Kilter Group LLC | 2 | $54.4 | $72.94 | $18.54 | 34.08% |