| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea Butler Sequent Planning LLC | 176,109 | $7.29M | $7.89M | $595,894.29 | 8.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,858 | $257,746 | $259,860.88 | $2,114.88 | 0.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 42,317 | $1.75M | $1.88M | $133,362.26 | 7.64% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 880 | $34,782.68 | $39,419.6 | $4,636.92 | 13.33% |
Michael Dziura Westfuller Advisors, LLC | 689 | $28,511.37 | $30,915.43 | $2,404.06 | 8.43% |
Kara Lilian Lynx Investment Advisory | 5,144 | $226,369 | $230,811.28 | $4,442.28 | 1.96% |
Nicholas Munoz IronOak Wealth LLC. | 40,882 | $1.63M | $1.83M | $204,810.34 | 12.57% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 24,380 | $1.01M | $1.09M | $87,258.04 | 8.67% |