| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Distler Lakeridge Wealth Management LLC | 30,779 | $2.24M | $2.87M | $626,361.94 | 27.98% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,414 | $204,328 | $226,457.34 | $22,129.34 | 10.83% |
Kyle Jones Pineridge Advisors LLC | 802 | $52,285.24 | $75,187.5 | $22,902.26 | 43.8% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 20,744 | $1.68M | $1.94M | $263,725.79 | 15.69% |
| CI CacheTech Inc. CacheTech Inc. | 9,611 | $687,413.31 | $901,607.91 | $214,194.6 | 31.16% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,321 | $289,787.41 | $405,093.75 | $115,306.34 | 39.79% |
Jessica Vickery BlueChip Wealth Advisors LLC | 26,922 | $1.75M | $2.52M | $775,893.15 | 44.39% |
Robert Santos Arrowroot Family Office, LLC | 20,302 | $1.57M | $1.9M | $333,748.23 | 21.26% |
| WL Wealthcollab LLC WealthCollab, LLC | 143,229 | $9.61M | $13.44M | $3.82M | 39.78% |
Michael Stringer Lane & Associates LLC | 21,396 | $1.35M | $2.01M | $657,524.29 | 48.77% |
Mark Weiskind Fairway Wealth LLC | 5,766 | $484,273.19 | $540,994.95 | $56,721.76 | 11.71% |
Joel W. Lake Capstone Wealth Management, LLC | 11,965 | $791,355.34 | $1.12M | $330,363.41 | 41.75% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,052 | $420,780.27 | $567,223.7 | $146,443.43 | 34.8% |
Andrew Panko Tenon Financial LLC | 4,925 | $334,211 | $461,915.75 | $127,704.75 | 38.21% |
James J. Karabas Embree Financial Group | 3,938 | $265,117.2 | $372,377.28 | $107,260.08 | 40.46% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 17,860 | $1.26M | $1.68M | $410,174.48 | 32.43% |
Taylor Faw Strathmore Capital Advisors, Inc. | 5,732 | $496,620.48 | $537,604.28 | $40,983.8 | 8.25% |
Brady Green GGM Financials LLC | 41 | $3,474.6 | $3,845.39 | $370.79 | 10.67% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 6,550 | $554,392 | $614,029.75 | $59,637.75 | 10.76% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,162 | $84,573.54 | $107,973.04 | $23,399.5 | 27.67% |