| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 457 | $12,389.2 | $19,438.49 | $7,049.29 | 56.9% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 8,072 | $222,435.9 | $346,248.44 | $123,812.54 | 55.66% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 119,991 | $3.77M | $5.1M | $1.33M | 35.28% |
| BJR Brian Joseph Rellihan Wise Wealth Partners | 31,195 | $1.04M | $1.33M | $291,404.67 | 28.02% |
Ameriflex Group Inc. Ameriflex Group Inc. | 7,909 | $229,881.7 | $336,132.5 | $106,250.8 | 46.22% |
Kilter Group LLC Kilter Group LLC | 1 | $32.89 | $42.5 | $9.61 | 29.22% |
Balance Wealth LLC Balance Wealth LLC | 76,553 | $2.37M | $3.29M | $921,666.05 | 38.96% |
| AS Aryn Sands GK Wealth Management LLC | 264 | $11,323 | $11,222.64 | -$100.36 | -0.89% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 511 | $19,477.87 | $21,753.27 | $2,275.4 | 11.68% |
Mitchell Goldhar TLT Family Holdco ULC | 172,700 | $5.68M | $7.35M | $1.67M | 29.33% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 5,375 | $204,518.35 | $228,437.5 | $23,919.15 | 11.7% |