| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 396 | $66,969.15 | $71,778.96 | $4,809.81 | 7.18% |
Jill Batley Gateway Wealth Partners LLC | 1,376 | $235,885 | $246,558.56 | $10,673.56 | 4.52% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 34 | $5,580.13 | $6,068.32 | $488.19 | 8.75% |
Alexandra Stickelman Root Financial Partners, LLC | 101 | $15,589.57 | $18,026.48 | $2,436.91 | 15.63% |
Courtney Holt Compound Planning, Inc. | 2,016 | $323,278.68 | $359,815.68 | $36,537 | 11.3% |
Ian Wang Plato Investment Management Ltd | 306 | $57,722.78 | $54,614.88 | -$3,107.9 | -5.38% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,534 | $948,694 | $987,708.32 | $39,014.32 | 4.11% |
John Shanley Aspect Partners, LLC | 4 | $625 | $725.04 | $100.04 | 16.01% |
Tony Macafee UniSuper Management Pty Ltd | 9,871 | $1.53M | $1.76M | $233,232.19 | 15.27% |
Norden Group LLC NORDEN GROUP LLC | 1,449 | $181,443.84 | $258,755.17 | $77,311.33 | 42.61% |
Robert Green LECAP ASSET MANAGEMENT LTD | 9,828 | $1.53M | $1.76M | $220,393.24 | 14.36% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,308 | $235,698.94 | $237,088.08 | $1,389.14 | 0.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 876 | $150,426.33 | $154,841.75 | $4,415.42 | 2.94% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,243 | $3.13M | $2.74M | -$396,182.03 | -12.65% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $843.88 | $1,082.45 | $238.57 | 28.27% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,692 | $270,378.83 | $299,500.9 | $29,122.07 | 10.77% |
Jae Cho Marex Group plc | 12,221 | $1.78M | $2.19M | $410,213.24 | 23.01% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,732 | $296,917 | $310,652.56 | $13,735.56 | 4.63% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 136 | $21,703.42 | $24,393.04 | $2,689.62 | 12.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,489 | $724,361.35 | $622,472.49 | -$101,888.86 | -14.07% |