| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,430 | $73,061 | $80,265.9 | $7,204.9 | 9.86% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,175 | $30,162.08 | $66,206.78 | $36,044.7 | 119.5% |
Lee Larson Everstar Asset Management, LLC | 70,354 | $3.44M | $3.95M | $507,169.62 | 14.74% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 113,619 | $4.48M | $6.39M | $1.91M | 42.49% |
Elizabeth Arce Sovran Advisors LLC | 5,711 | $280,069.14 | $321,700.63 | $41,631.49 | 14.86% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,258 | $103,551.76 | $126,718.96 | $23,167.2 | 22.37% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 6,485 | $297,402 | $365,494.6 | $68,092.6 | 22.9% |
Buddy Levy Nestegg Advisors Inc. | 49,277 | $2.34M | $2.76M | $422,741.43 | 18.1% |
| CTC Caldwell Trust Co Caldwell Trust Co | 6,148 | $188,805 | $344,779.84 | $155,974.84 | 82.61% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,094 | $362,448 | $397,866.99 | $35,418.99 | 9.77% |