| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,143 | $236,566.71 | $226,108.26 | -$10,458.45 | -4.42% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,265 | $134,570.7 | $248,332.15 | $113,761.45 | 84.54% |
Dalila Toledo Ascent Group LLC | 5,805 | $723,330.39 | $1.15M | $424,376.16 | 58.67% |
| EM Erin Mccann Simplicity Wealth LLC | 3,497 | $501,853.8 | $685,989 | $184,135.2 | 36.69% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,954 | $555,682.64 | $785,145.78 | $229,463.14 | 41.29% |
David K. Balsdon Harvest Portfolios Group Inc. | 227,429 | $35.07M | $45.01M | $9.94M | 28.34% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,374 | $346,116.16 | $468,425.81 | $122,309.65 | 35.34% |
Sean Murray Quantum Financial Advisors LLC | 3,156 | $510,577.68 | $624,020.1 | $113,442.42 | 22.22% |
Kevin Zemann WealthPlan Investment Management LLC | 1,339 | $230,939.53 | $263,354.51 | $32,414.98 | 14.04% |
Benjamin Cauley Carr Financial Group Corp. | 2,014 | $203,676 | $400,665.16 | $196,989.16 | 96.72% |
| TL Tradewinds LLC Tradewinds LLC | 27,622 | $5.21M | $5.49M | $277,696.5 | 5.33% |
| JG John Ginter Callan Family Office LLC | 4,899 | $714,971.8 | $961,404.25 | $246,432.45 | 34.47% |
Craig Middaugh Coleford Investment Management Ltd. | 193,278 | $23.41M | $38.21M | $14.79M | 63.19% |
Anu Prabhu Altrius Capital Management Inc. | 66,441 | $6.98M | $13.04M | $6.07M | 86.99% |
Junaid Subhan Sagard Holdings Management Inc. | 2,752 | $362,657 | $540,864.32 | $178,207.32 | 49.14% |
Rachel Faulk Cape Investment Advisory Inc. | 19 | $3,932.17 | $3,736.92 | -$195.25 | -4.97% |
Mariana Coli Dunhill Financial LLC | 4 | $593 | $786.72 | $193.72 | 32.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 86 | $14,662 | $17,003.06 | $2,341.06 | 15.97% |
Matthew Zienty Cardinal Point Capital Management ULC | 192,782 | $23.19M | $38.14M | $14.95M | 64.49% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,167 | $441,128.61 | $822,419.95 | $381,291.34 | 86.44% |