| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 9,905 | $608,991.99 | $785,169.35 | $176,177.36 | 28.93% |
Katherine Stoner Empower Advisory Group, LLC | 1.71M | $116.64M | $135.21M | $18.57M | 15.92% |
Nemes Rush Group LLC Nemes Rush Group LLC | 42 | $2,150.65 | $3,329.34 | $1,178.69 | 54.81% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,691 | $511,181 | $530,395.57 | $19,214.57 | 3.76% |
John Shanley Aspect Partners, LLC | 480 | $34,666 | $38,049.6 | $3,383.6 | 9.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,692 | $410,259.94 | $609,744.84 | $199,484.9 | 48.62% |
Tony Macafee UniSuper Management Pty Ltd | 48,904 | $2.82M | $3.88M | $1.06M | 37.4% |
Invesco LLC INVESCO, LLC | 2,817 | $204,768 | $223,303.59 | $18,535.59 | 9.05% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 12,008 | $657,012.42 | $951,874.16 | $294,861.74 | 44.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,068 | $822,457.24 | $1.04M | $213,443.12 | 25.95% |
Mathieu Cornu Pictet Asset Management Holding SA | 206,548 | $15.04M | $16.37M | $1.34M | 8.88% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 42 | $2,716.83 | $3,329.34 | $612.51 | 22.55% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,648 | $1.54M | $1.64M | $95,836.93 | 6.22% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 29,208 | $2.23M | $2.27M | $34,465.64 | 1.54% |
Jae Cho Marex Group plc | 10,732 | $780,109 | $850,725.64 | $70,616.64 | 9.05% |
NICOLE MARTIN Arlington Trust Co LLC | 8 | $582 | $634.16 | $52.16 | 8.96% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,636 | $277,790 | $288,225.72 | $10,435.72 | 3.76% |
Syon Capital LLC SYON CAPITAL LLC | 5,754 | $395,140.21 | $456,119.58 | $60,979.37 | 15.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 102,158 | $6.16M | $8.1M | $1.94M | 31.44% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,448 | $345,106.45 | $431,862.96 | $86,756.51 | 25.14% |