| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel mittelman Mittelman Wealth Management | 2,583 | $371,722.15 | $409,702.57 | $37,980.42 | 10.22% |
Brady Green GGM Financials LLC | 117 | $17,995 | $17,610.84 | -$384.16 | -2.13% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 90 | $13,121 | $14,394.6 | $1,273.6 | 9.71% |
Greyson Gibson JDH Wealth Management, LLC | 7,936 | $908,513.6 | $1.19M | $286,013.12 | 31.48% |
DAVID REICHERT Atlatl Advisers LLC | 915 | $141,175 | $137,725.8 | -$3,449.2 | -2.44% |
| HAS Hayley A. Snell LRI Investments, LLC | 6,307 | $729,089 | $949,329.64 | $220,240.64 | 30.21% |
Lee Larson Everstar Asset Management, LLC | 1,390 | $202,648 | $209,222.8 | $6,574.8 | 3.24% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 970 | $111,579.34 | $146,004.4 | $34,425.06 | 30.85% |
Beth Steinhaus Breakwater Investment Management | 378 | $58,322 | $59,274.18 | $952.18 | 1.63% |
Kara Lilian Lynx Investment Advisory | 29,455 | $4.52M | $4.43M | -$88,590.06 | -1.96% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 17,629 | $2.34M | $2.65M | $314,261.71 | 13.43% |
Carmen McClennon WR Wealth Planners, LLC | 7 | $801 | $1,053.64 | $252.64 | 31.54% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,500 | $293,725 | $376,300 | $82,575 | 28.11% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 2,836 | $405,109.85 | $426,874.72 | $21,764.87 | 5.37% |
JAMES ELIOS Elios Financial Group Inc. | 4,161 | $526,220.53 | $626,313.72 | $100,093.19 | 19.02% |
Adam Amante Fortress Financial Solutions LLC | 3,504 | $507,236.51 | $527,422.08 | $20,185.57 | 3.98% |
Jared Machen BWM Planning LLC | 5,618 | $716,033.4 | $845,621.36 | $129,587.96 | 18.1% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 94 | $12,633 | $14,148.88 | $1,515.88 | 12% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 1,810 | $279,196 | $272,441.2 | -$6,754.8 | -2.42% |
| SIA SGL Investment Advisors Inc. SGL Investment Advisors Inc. | 6,668 | $898,726.25 | $1.06M | $157,351.59 | 17.51% |