| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandt Sakakeeny Rockingstone Advisors LLC | 4,059 | $373,165.47 | $389,217.51 | $16,052.04 | 4.3% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,312 | $977,658.41 | $988,817.68 | $11,159.27 | 1.14% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 18,092 | $1.46M | $1.73M | $269,906.42 | 18.42% |
| KPP Kings Path Partners LLC Kings Path Partners LLC | 296 | $23,044 | $28,383.44 | $5,339.44 | 23.17% |
Neisy Arnez Drucker Wealth 3.0, LLC | 17,711 | $1.44M | $1.7M | $255,488.43 | 17.71% |
Andrew Bowers BridgePort Financial Solutions, LLC | 7,292 | $664,892.69 | $699,229.88 | $34,337.19 | 5.16% |
Carmen McClennon WR Wealth Planners, LLC | 806 | $73,643.04 | $77,287.34 | $3,644.3 | 4.95% |
Craig Small Symphony Financial Services, Inc. | 3,214 | $239,677 | $308,190.46 | $68,513.46 | 28.59% |
Nathan Edwards IMG Wealth Management, Inc. | 163 | $14,297.29 | $15,630.07 | $1,332.78 | 9.32% |
David A Rozenson Fairscale Capital, LLC | 971 | $73,320.36 | $93,109.19 | $19,788.83 | 26.99% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 4,810 | $435,641.61 | $461,230.9 | $25,589.29 | 5.87% |
Adam Jordan Paul R. Ried Financial Group, LLC | 21,641 | $1.97M | $2.08M | $101,393.24 | 5.14% |
Eric Schmid Ted Buchan & Co | 10,539 | $1.02M | $1.01M | -$5,879.72 | -0.58% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 2,166 | $169,052.69 | $207,697.74 | $38,645.05 | 22.86% |
Heather Fowler A4 Wealth Advisors LLC | 2,898 | $245,170.9 | $277,889.22 | $32,718.32 | 13.34% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 3,826 | $370,875.25 | $366,875.14 | -$4,000.11 | -1.08% |
Greg Reidy Granite FO LLC | 23 | $2,242 | $2,205.47 | -$36.53 | -1.63% |
Laurel Steward Mattson Financial Services, LLC | 28,213 | $2.28M | $2.71M | $428,584.69 | 18.82% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 367 | $33,480.02 | $35,191.63 | $1,711.61 | 5.11% |
Jesper Bonnivier Avanza Fonder AB | 88,234 | $7.97M | $8.46M | $494,987.91 | 6.21% |