| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,195 | $369,548.53 | $437,133.27 | $67,584.74 | 18.29% |
| EM Erin Mccann Simplicity Wealth LLC | 37,753 | $2.53M | $3.14M | $607,516.39 | 24.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,773 | $1.88M | $2.33M | $448,811.68 | 23.9% |
Amna Ali Khan GDS Wealth Management | 4,309 | $300,897.47 | $361,115.74 | $60,218.27 | 20.01% |
| VL Victoria Latham Fiduciary Alliance LLC | 9,102 | $480,787.42 | $762,474.54 | $281,687.12 | 58.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,384 | $416,421.43 | $448,487.2 | $32,065.77 | 7.7% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 156,159 | $10.8M | $13.01M | $2.21M | 20.51% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 362,022 | $24.33M | $29.86M | $5.54M | 22.76% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 88,467 | $5.86M | $7.34M | $1.48M | 25.25% |
VestGen Advisors LLC VestGen Advisors LLC | 4,702 | $328,340.66 | $382,507.7 | $54,167.04 | 16.5% |