| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 329 | $32,140.01 | $36,527.22 | $4,387.21 | 13.65% |
| RR rosemary richard WCG Wealth Advisors LLC | 363,898 | $34.26M | $40.37M | $6.11M | 17.83% |
| YA Yinka Akinsola Blue Trust Inc. | 107 | $10,289.12 | $11,885.83 | $1,596.71 | 15.52% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 2,361 | $230,655.85 | $262,265.78 | $31,609.93 | 13.7% |
| JDK James D. King Lindenwold Advisors Inc. | 5,756 | $562,303.64 | $642,398.38 | $80,094.74 | 14.24% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 4,544 | $310,900.48 | $507,133.12 | $196,232.64 | 63.12% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,717 | $204,683.57 | $188,612.45 | -$16,071.12 | -7.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $97.69 | $113.73 | $16.04 | 16.42% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 61 | $5,500.37 | $6,938.14 | $1,437.77 | 26.14% |
| TC Timothy Carne SFG Wealth Management LLC | 13,665 | $1.33M | $1.55M | $219,323.25 | 16.43% |
Brendan Corcoran Valence8 US LP | 85,199 | $8.19M | $9.52M | $1.33M | 16.26% |
Matthew Zienty Cardinal Point Capital Management ULC | 20,209 | $1.98M | $2.23M | $250,546.48 | 12.68% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 50,975 | $3.37M | $5.69M | $2.32M | 68.95% |
Jessica Thayer Unique Wealth LLC | 172,606 | $13.71M | $19.28M | $5.57M | 40.63% |
Jill Batley Gateway Wealth Partners LLC | 5,722 | $554,780.44 | $635,199.22 | $80,418.78 | 14.5% |
Staci Compagno Portside Wealth Group, LLC | 14,411 | $932,515.89 | $1.59M | $655,071.92 | 70.25% |
Annmarie Young KPP Advisory Services LLC | 30,821 | $3.01M | $3.39M | $376,915.14 | 12.52% |
Charles Corkery PUREfi Wealth, LLC | 11,157 | $948,375.76 | $1.23M | $278,894.24 | 29.41% |
Mark Weber DecisionMap Wealth Management, LLC | 18,308 | $1.77M | $2.01M | $246,741.7 | 13.96% |
Jeff Ramsey Quotient Wealth Partners, LLC | 933,031 | $89.8M | $102.87M | $13.07M | 14.55% |