| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 56,096 | $5.2M | $5.67M | $464,155.21 | 8.92% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 11,957 | $1.11M | $1.21M | $105,549.4 | 9.52% |
Gregory Turcotte Alpha Financial Partners LLC | 2,679 | $252,253.17 | $272,106.03 | $19,852.86 | 7.87% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 46,446 | $3.38M | $4.73M | $1.35M | 39.87% |
Leigha Shepard Midwest Financial Group LLC | 8,645 | $631,478.16 | $878,159.1 | $246,680.94 | 39.06% |
Lison Couture iA Global Asset Management Inc. | 72,015 | $6.95M | $7.27M | $328,388.4 | 4.73% |
Dino Efthimiou Delta Wealth Advisors LLC | 38,441 | $3.31M | $3.9M | $597,454.26 | 18.07% |
Ian Laterreur Ergawealth Advisors Inc. | 12,277 | $891,218.55 | $1.25M | $354,774.18 | 39.81% |
| PIL PFG Investments LLC PFG Investments LLC | 8,162 | $731,507.94 | $828,075.71 | $96,567.77 | 13.2% |
| JC Jared Calvert Buck Wealth Strategies LLC | 7,265 | $700,760 | $736,307.75 | $35,547.75 | 5.07% |
Jacob Going Alpine Bank Wealth Management | 33,341 | $3.07M | $3.38M | $303,193.94 | 9.87% |
Scott Boyce Decker Retirement Planning Inc. | 117 | $10,877 | $11,830.45 | $953.45 | 8.77% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 17,581 | $1.34M | $1.79M | $448,239.29 | 33.51% |
Eugene Donato KENNEDY INVESTMENT GROUP | 44,137 | $4.08M | $4.49M | $402,462.02 | 9.86% |
Courtney Holt Compound Planning, Inc. | 11,081 | $853,312.35 | $1.12M | $269,968.62 | 31.64% |
Katherine Stoner Empower Advisory Group, LLC | 3,126 | $275,262.99 | $315,632.22 | $40,369.23 | 14.67% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 23,949 | $1.92M | $2.43M | $504,412 | 26.26% |
Nemes Rush Group LLC Nemes Rush Group LLC | 221 | $20,809.36 | $22,451.39 | $1,642.03 | 7.89% |
Megan J. Lottier Rockwood Wealth Management, LLC | 3,144 | $230,190.17 | $319,902 | $89,711.83 | 38.97% |
John Shanley Aspect Partners, LLC | 10,699 | $1.01M | $1.08M | $70,737.93 | 6.99% |