| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Certus Wealth Management LLC Certus Wealth Management, LLC | 5,354 | $219,267.38 | $328,896.22 | $109,628.84 | 50% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,556 | $442,497.91 | $655,422.04 | $212,924.13 | 48.12% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 83,169 | $3.75M | $5.1M | $1.35M | 36.03% |
Kevin Bresler TD Waterhouse Canada Inc. | 34,900 | $1.36M | $2.14M | $781,875.98 | 57.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,979 | $718,178.18 | $796,651.02 | $78,472.84 | 10.93% |
James Rankin Modern Wealth Management, LLC | 23,539 | $923,929.99 | $1.45M | $522,659.25 | 56.57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,412 | $254,175 | $270,808.56 | $16,633.56 | 6.54% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 54 | $2,255 | $3,325.32 | $1,070.32 | 47.46% |
| MB Matthieu Balmer Climber Capital SA | 21,549 | $881,078.44 | $1.32M | $442,568.88 | 50.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,371 | $1.27M | $1.99M | $712,727.51 | 55.94% |
Kyle Jones Pineridge Advisors LLC | 609 | $23,807.42 | $38,108.17 | $14,300.75 | 60.07% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 71,228 | $2.89M | $4.43M | $1.54M | 53.49% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,827 | $105,260.81 | $112,141.26 | $6,880.45 | 6.54% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 181,700 | $7.35M | $11.15M | $3.81M | 51.82% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 5,000 | $208,750 | $307,250 | $98,500 | 47.19% |
Beth Steinhaus Breakwater Investment Management | 138 | $5,927.27 | $8,645.01 | $2,717.74 | 45.85% |
Kara Lilian Lynx Investment Advisory | 12,288 | $506,001.12 | $763,576.32 | $257,575.2 | 50.9% |
Carmen McClennon WR Wealth Planners, LLC | 286 | $12,059.06 | $17,566.12 | $5,507.06 | 45.67% |
Nathan Edwards IMG Wealth Management, Inc. | 862 | $32,910.76 | $53,999.99 | $21,089.23 | 64.08% |
| TAL TPG Advisors LLC TPG Advisors LLC | 12,002 | $554,482.74 | $736,442.72 | $181,959.98 | 32.82% |