| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leigha Shepard Midwest Financial Group LLC | 3,787 | $562,380.54 | $594,861.97 | $32,481.43 | 5.78% |
Nicholas Brown Granite Harbor Advisors Inc. | 5,588 | $862,255.66 | $886,536.2 | $24,280.54 | 2.82% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 1,489 | $238,635.58 | $233,787.89 | -$4,847.69 | -2.03% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 155,465 | $23.92M | $24.61M | $689,150.31 | 2.88% |
Beth Zilka Baron Wealth Management LLC | 7,361 | $1.11M | $1.17M | $54,853.29 | 4.93% |
Lison Couture iA Global Asset Management Inc. | 6,215 | $897,694.6 | $983,741.27 | $86,046.67 | 9.59% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 2,261 | $337,443.28 | $358,583.29 | $21,140.01 | 6.26% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 2,897 | $431,184.77 | $459,522.14 | $28,337.37 | 6.57% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 1,419 | $208,082 | $225,656.47 | $17,574.47 | 8.45% |
Andrew Brady Brady Family Wealth LLC | 25,567 | $3.89M | $4.02M | $127,552.43 | 3.28% |
Gregg Zeoli Empire Financial Management Company LLC | 18,571 | $2.81M | $2.97M | $159,377.78 | 5.68% |
Ann Reilley Alpha Financial Advisors LLC | 1,594 | $246,564.04 | $250,823.87 | $4,259.83 | 1.73% |
Matthew T. Miler MilWealth Group LLC | 1,116 | $102,582.72 | $175,993.2 | $73,410.48 | 71.56% |
| PIL PFG Investments LLC PFG Investments LLC | 64,448 | $10.04M | $10.12M | $79,151.9 | 0.79% |
| JC Jared Calvert Buck Wealth Strategies LLC | 94,392 | $15M | $14.88M | -$118,517.4 | -0.79% |
| JMD John Michael Dodds Dodds Wealth LLC | 1,543 | $226,243 | $243,886.58 | $17,643.58 | 7.8% |
| AW Ariel Weisbard Values Added Financial LLC | 1,613 | $254,991.99 | $257,096.07 | $2,104.08 | 0.83% |
Michael Yoder Yoder Wealth Management Inc. | 1,938 | $290,422.71 | $308,083.86 | $17,661.15 | 6.08% |
Andy Warning Resolute Wealth Strategies LLC | 3,779 | $559,322.12 | $599,538.35 | $40,216.23 | 7.19% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 10 | $1,677 | $1,595.35 | -$81.65 | -4.87% |