| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 88 | $3,617.68 | $3,980.24 | $362.56 | 10.02% |
Brian Baylis Bell Investment Advisors Inc. | 1,672 | $64,052.25 | $75,724.88 | $11,672.63 | 18.22% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 31,051 | $1.05M | $1.4M | $347,357.28 | 32.97% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,249 | $345,934.46 | $507,554.88 | $161,620.42 | 46.72% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 22,309 | $967,541.33 | $973,118.58 | $5,577.25 | 0.58% |
Mariana Coli Dunhill Financial LLC | 359 | $12,018 | $16,241.16 | $4,223.16 | 35.14% |
Dana Anspach Sensible Money LLC | 12,350 | $367,366.97 | $538,707 | $171,340.03 | 46.64% |
Alexandra Stickelman Root Financial Partners, LLC | 986 | $40,741.82 | $44,596.78 | $3,854.96 | 9.46% |
John Shanley Aspect Partners, LLC | 10 | $324.82 | $451.2 | $126.38 | 38.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,255 | $51,718.19 | $56,349.5 | $4,631.31 | 8.95% |
MICHAEL DE LUZ Williams & Novak, LLC | 10,755 | $350,301.4 | $485,480.7 | $135,179.3 | 38.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 89 | $3,752 | $3,882.18 | $130.18 | 3.47% |
James Rankin Modern Wealth Management, LLC | 44,730 | $1.55M | $2.02M | $469,700.99 | 30.28% |
Andy Bloom MB Generational Wealth, LLC | 7,206 | $296,239.1 | $314,325.72 | $18,086.62 | 6.11% |
Carol Smith Access Investment Management LLC | 4,675 | $151,844 | $210,982.75 | $59,138.75 | 38.95% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 315 | $13,662 | $14,215.95 | $553.95 | 4.05% |
Susan Sharin Efficient Frontier Advisors LLC | 9,228 | $300,448.87 | $416,459.64 | $116,010.77 | 38.61% |
Margaret Nickens Elm3 Financial Group, LLC | 8,257 | $340,770.53 | $372,638.41 | $31,867.88 | 9.35% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 17,344 | $607,340.34 | $782,040.96 | $174,700.62 | 28.76% |
Westmount Partners LLC Westmount Partners LLC | 11,296 | $378,153 | $506,286.72 | $128,133.72 | 33.88% |