| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 200 | $8,111 | $8,828 | $717 | 8.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,118 | $775,726.7 | $843,868.52 | $68,141.82 | 8.78% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 34,402 | $1.33M | $1.52M | $187,147.25 | 14.06% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 83,078 | $3.02M | $3.67M | $643,655.69 | 21.29% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 832 | $33,968.47 | $37,040.64 | $3,072.17 | 9.04% |
Ashley Meredith Abel Hall, LLC | 25,188 | $1.02M | $1.12M | $95,824.3 | 9.37% |
Brian Krause Cascade Financial Partners, LLC | 8,926 | $353,219.93 | $397,831.82 | $44,611.89 | 12.63% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 5,713 | $171,123.42 | $253,800.02 | $82,676.6 | 48.31% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 8,684 | $357,519.09 | $387,045.88 | $29,526.79 | 8.26% |
Matthew Riley Hickory Point Bank & Trust | 6,350 | $244,031 | $282,194 | $38,163 | 15.64% |
Jared Machen BWM Planning LLC | 28,325 | $1.08M | $1.25M | $171,082.5 | 15.79% |
| IFA Investor's Fiduciary Advisor Network LLC Investor's Fiduciary Advisor Network LLC | 5,500 | $225,280 | $244,420 | $19,140 | 8.5% |
VestGen Advisors LLC VestGen Advisors LLC | 16,981 | $693,209.62 | $753,956.4 | $60,746.78 | 8.76% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 8,000 | $309,600 | $357,240 | $47,640 | 15.39% |
Grant Reeves CVFG LLC | 21,630 | $890,508 | $965,887.65 | $75,379.65 | 8.46% |
| TM Thomas Morgan Corps Capital Advisors LLC | 8,316 | $342,370 | $368,398.8 | $26,028.8 | 7.6% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 14 | $553 | $617.96 | $64.96 | 11.75% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,036 | $159,829.97 | $178,149.04 | $18,319.07 | 11.46% |
Matthew Chester Tableaux LLC | 5,444 | $224,129.5 | $240,243.72 | $16,114.22 | 7.19% |
| AS Aryn Sands GK Wealth Management LLC | 100 | $4,437 | $4,532 | $95 | 2.14% |