| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JA Jeff Ameen Spire Wealth Management | 1,107 | $59,877.63 | $66,165.39 | $6,287.76 | 10.5% |
| KPS Kyle P. Smith NewEdge Wealth LLC | 4,033 | $173,393.2 | $241,213.73 | $67,820.53 | 39.11% |
| KVD Kurt Van Dyken Lifeworks Advisors LLC | 4,503 | $243,567.27 | $269,324.43 | $25,757.16 | 10.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 41 | $1,768.33 | $2,452.21 | $683.88 | 38.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 171,479 | $7.23M | $10.26M | $3.03M | 41.95% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 475 | $25,693 | $28,409.75 | $2,716.75 | 10.57% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 400 | $14,235.93 | $23,924 | $9,688.07 | 68.05% |
| AM Allyson Mickool Florida Financial Advisors LLC | 4,350 | $243,648 | $260,652 | $17,004 | 6.98% |
SummitTX Capital LP SummitTX Capital LP | 15,577 | $842,560 | $933,373.84 | $90,813.84 | 10.78% |
Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 4,250 | $203,744.54 | $254,532.5 | $50,787.96 | 24.93% |