| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Mauro Patrick Mauro Investment Advisor Inc. | 120,633 | $1.37M | $1.78M | $403,022.12 | 29.35% |
David Bach River Street Advisors LLC | 40,353 | $741,315.87 | $592,382.04 | -$148,933.83 | -20.09% |
Kun Gao Sherbrooke Park Advisers LLC | 15,143 | $211,967.92 | $222,299.24 | $10,331.32 | 4.87% |
Kevin Kroskey True Wealth Design LLC | 175 | $2,349.83 | $2,569 | $219.17 | 9.33% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 21,762 | $270,251.85 | $320,554.26 | $50,302.41 | 18.61% |
Lison Couture iA Global Asset Management Inc. | 63,513 | $931,100.58 | $932,370.84 | $1,270.26 | 0.14% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 333 | $4,862.74 | $4,888.44 | $25.7 | 0.53% |
Courtney Holt Compound Planning, Inc. | 40,690 | $569,890.28 | $597,329.2 | $27,438.92 | 4.81% |
Katherine Stoner Empower Advisory Group, LLC | 31,172 | $410,223.49 | $458,540.12 | $48,316.63 | 11.78% |
Chad Tobin Slagle Financial, LLC | 182,294 | $2.05M | $2.68M | $629,860 | 30.78% |
Tony Macafee UniSuper Management Pty Ltd | 48,363 | $600,152.14 | $712,386.99 | $112,234.85 | 18.7% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 7,280 | $91,025.1 | $106,870.4 | $15,845.3 | 17.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,300 | $378,347.79 | $371,404 | -$6,943.79 | -1.84% |
Mathieu Cornu Pictet Asset Management Holding SA | 148,496 | $2.58M | $2.18M | -$401,279.97 | -15.55% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 74 | $1,023.36 | $1,086.32 | $62.96 | 6.15% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 13,494 | $183,908.6 | $198,091.92 | $14,183.32 | 7.71% |
Erin Colleen Ross Birnam Oak Advisors, LP | 1.23M | $17.98M | $18.07M | $85,866.94 | 0.48% |
Jae Cho Marex Group plc | 78,727 | $1.15M | $1.16M | $5,510.71 | 0.48% |
NICOLE MARTIN Arlington Trust Co LLC | 222 | $3,128 | $3,258.96 | $130.96 | 4.19% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 161,360 | $2.24M | $2.37M | $127,897.7 | 5.71% |