| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James J. Karabas Embree Financial Group | 2,527 | $173,428.11 | $238,902.58 | $65,474.47 | 37.75% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 16,566 | $1.18M | $1.62M | $442,167.53 | 37.55% |
Janice M. Powell Diversify Advisory Services, LLC | 92,686 | $8.68M | $9.02M | $346,626.24 | 4% |
Taylor Faw Strathmore Capital Advisors, Inc. | 5,574 | $482,931.36 | $542,573.16 | $59,641.8 | 12.35% |
Brady Green GGM Financials LLC | 86 | $7,782.04 | $8,130.44 | $348.4 | 4.48% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 265,293 | $25.25M | $25.82M | $574,775.17 | 2.28% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 927 | $68,168.14 | $90,846 | $22,677.86 | 33.27% |
Greyson Gibson JDH Wealth Management, LLC | 4,283 | $283,277.9 | $404,914.82 | $121,636.92 | 42.94% |
| HAS Hayley A. Snell LRI Investments, LLC | 288 | $24,786.76 | $27,227.52 | $2,440.76 | 9.85% |
Lee Larson Everstar Asset Management, LLC | 5,273 | $388,041.69 | $498,509.42 | $110,467.73 | 28.47% |
Beth Steinhaus Breakwater Investment Management | 910 | $61,753 | $86,031.4 | $24,278.4 | 39.32% |
Brett Upper Tide Cove Capital Partners LLC | 202,436 | $17.55M | $19.71M | $2.15M | 12.26% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 92,686 | $8.07M | $8.76M | $691,855.09 | 8.57% |
David Archibald Squire Investment Management Company, LLC | 9,995 | $648,974.87 | $944,927.3 | $295,952.43 | 45.6% |
Neisy Arnez Drucker Wealth 3.0, LLC | 3,085 | $256,584.65 | $291,655.9 | $35,071.25 | 13.67% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,396 | $202,868.34 | $226,517.84 | $23,649.5 | 11.66% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 2,413 | $199,252.72 | $228,125.02 | $28,872.3 | 14.49% |
Chad Warrick Summit Wealth Partners, LLC | 23,756 | $1.48M | $2.25M | $768,761.84 | 52.04% |
| TAL TPG Advisors LLC TPG Advisors LLC | 4,076 | $345,654.3 | $385,345.04 | $39,690.74 | 11.48% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 745,177 | $55.54M | $72.86M | $17.31M | 31.17% |