| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,018 | $47,602.13 | $55,893.29 | $8,291.16 | 17.42% |
Jeff Ameen Spire Wealth Management | 419 | $20,304.74 | $22,936.06 | $2,631.32 | 12.96% |
| RF Ryan Fink Treasure Coast Financial Planning | 128,867 | $5.09M | $7.12M | $2.02M | 39.71% |
Jeremy Baltz Raleigh Capital Management Inc. | 58 | $2,971.92 | $3,178.4 | $206.48 | 6.95% |
Kevin Gray Lodestar Private Asset Management LLC | 5,982 | $289,887.91 | $328,770.72 | $38,882.81 | 13.41% |
Bepin Serraj Richard W. Paul & Associates LLC | 6 | $264.06 | $330.12 | $66.06 | 25.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 331 | $12,867.22 | $18,178.52 | $5,311.3 | 41.28% |
Benj Foor Frazier Financial Advisors, LLC | 178 | $7,236.32 | $9,791.78 | $2,555.46 | 35.31% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 102,497 | $4.53M | $5.64M | $1.11M | 24.57% |
Michael Bailey MGB Wealth Management, LLC | 3,931 | $173,265.12 | $216,322.93 | $43,057.81 | 24.85% |
| WL Wealthcollab LLC WealthCollab, LLC | 854 | $34,795.64 | $46,995.62 | $12,199.98 | 35.06% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 568 | $19,829.6 | $31,166.16 | $11,336.56 | 57.17% |
David Levy Diversified Enterprises LLC | 4,811 | $246,521.01 | $264,605.48 | $18,084.47 | 7.34% |
Travis Bettfreund K2 Financial Inc. | 19,720 | $846,153.31 | $1.08M | $232,333.49 | 27.46% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 1,500 | $66,015 | $82,455.15 | $16,440.15 | 24.9% |
| CTC Caldwell Trust Co Caldwell Trust Co | 24 | $1,065.6 | $1,319.31 | $253.71 | 23.81% |