| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TPM Thomas P. Mullooly Mullooly Asset Management Inc. | 8,494 | $656,230.43 | $824,724.93 | $168,494.5 | 25.68% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,992 | $350,619.46 | $384,090.28 | $33,470.82 | 9.55% |
Jessica Thayer Unique Wealth LLC | 62,888 | $4.1M | $6.11M | $2.01M | 49% |
| QS Quentin Stoker Gallacher Capital Management LLC | 6,023 | $469,039.97 | $581,159.27 | $112,119.3 | 23.9% |
Kevin Gray Lodestar Private Asset Management LLC | 23,698 | $1.79M | $2.3M | $513,561.03 | 28.74% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 2,625 | $192,960.92 | $254,611.87 | $61,650.95 | 31.95% |
| WJW Walter J. West Milestone Asset Management LLC | 3,904 | $305,027.82 | $379,078.4 | $74,050.58 | 24.28% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 57 | $4,696.67 | $5,533.56 | $836.89 | 17.82% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,174 | $75,969.49 | $113,760.6 | $37,791.11 | 49.75% |
Alexandra Stickelman Root Financial Partners, LLC | 5,588 | $446,875.58 | $541,477.2 | $94,601.62 | 21.17% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,647 | $974,209.13 | $1.23M | $253,308.69 | 26% |
Able Financial Group LLC ABLE Financial Group, LLC | 11,665 | $947,308.81 | $1.13M | $184,896.09 | 19.52% |
Courtney Holt Compound Planning, Inc. | 3,055 | $256,041.8 | $296,029.5 | $39,987.7 | 15.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 108 | $7,238.77 | $10,465.2 | $3,226.43 | 44.57% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,299 | $202,613.4 | $222,773.1 | $20,159.7 | 9.95% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,202 | $283,345 | $310,241.78 | $26,896.78 | 9.49% |
Thomas Dobbins New Republic Capital, LLC | 3,660 | $297,003.7 | $354,727.2 | $57,723.5 | 19.44% |
Andrew Parsons Corrigan Financial, Inc. | 16,475 | $1.14M | $1.6M | $460,748.3 | 40.56% |
Bradley Harsch Strategic Advocates LLC | 781 | $68,097.64 | $75,694.52 | $7,596.88 | 11.16% |
Denise Reinert CGC Financial Services, LLC | 131 | $9,042.14 | $12,682.11 | $3,639.97 | 40.26% |