| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 37 | $5,616.93 | $7,183.55 | $1,566.62 | 27.89% |
Benjamin J. Jones National Wealth Management Group, LLC | 1,493 | $219,822.47 | $287,297.99 | $67,475.52 | 30.7% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,558 | $249,052.59 | $297,764.96 | $48,712.37 | 19.56% |
Staci Compagno Portside Wealth Group, LLC | 10,299 | $1.81M | $1.97M | $159,144.44 | 8.81% |
Courtney Holt Compound Planning, Inc. | 3,491 | $522,153.35 | $673,396.44 | $151,243.09 | 28.97% |
Katherine Stoner Empower Advisory Group, LLC | 1,383 | $209,289 | $264,028.53 | $54,739.53 | 26.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 161 | $27,467.39 | $31,028.72 | $3,561.33 | 12.97% |
Ian Wang Plato Investment Management Ltd | 11,485 | $2.08M | $2.19M | $108,777.75 | 5.22% |
John Shanley Aspect Partners, LLC | 51 | $7,719.18 | $9,752.22 | $2,033.04 | 26.34% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 540 | $112,080.24 | $104,630.39 | -$7,449.85 | -6.65% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 4,502 | $662,451.29 | $874,063.3 | $211,612.01 | 31.94% |
Tony Macafee UniSuper Management Pty Ltd | 31,963 | $5.24M | $6.1M | $865,497.32 | 16.53% |
Thomas Dobbins New Republic Capital, LLC | 1,570 | $237,599 | $300,011.3 | $62,412.3 | 26.27% |
Norden Group LLC NORDEN GROUP LLC | 13,267 | $2.21M | $2.53M | $320,185.71 | 14.51% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 11,711 | $1.6M | $2.24M | $639,530.53 | 40% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,916 | $289,948 | $365,227.92 | $75,279.92 | 25.96% |
Denise Reinert CGC Financial Services, LLC | 140 | $29,057.42 | $26,758.9 | -$2,298.52 | -7.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,542 | $1.11M | $1.46M | $350,136.21 | 31.51% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 9,306 | $1.42M | $1.79M | $372,649.46 | 26.25% |
| KH Kathleen Hartung Borer Denton & Associates, Inc. | 24,891 | $5M | $4.79M | -$209,361.91 | -4.19% |