| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Lawrence North Ridge Wealth Advisors Inc. | 10 | $683 | $689.8 | $6.8 | 1% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 8,467 | $485,080.75 | $583,968.99 | $98,888.24 | 20.39% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 162 | $10,757.93 | $11,173.14 | $415.21 | 3.86% |
Alexandra Stickelman Root Financial Partners, LLC | 2,948 | $168,172.98 | $203,323.56 | $35,150.58 | 20.9% |
Jorge Paganin Abacus Wealth Partners, LLC | 10,182 | $619,658.74 | $702,252.54 | $82,593.8 | 13.33% |
Courtney Holt Compound Planning, Inc. | 7,383 | $461,438.63 | $509,205.51 | $47,766.88 | 10.35% |
Katherine Stoner Empower Advisory Group, LLC | 5,659 | $332,804.43 | $390,301.23 | $57,496.8 | 17.28% |
Nemes Rush Group LLC Nemes Rush Group LLC | 431 | $27,415.24 | $29,726.07 | $2,310.83 | 8.43% |
Ian Wang Plato Investment Management Ltd | 11,159 | $748,976.79 | $769,636.23 | $20,659.44 | 2.76% |
John Shanley Aspect Partners, LLC | 46 | $2,578.03 | $3,189.64 | $611.61 | 23.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,607 | $776,469.12 | $800,070.51 | $23,601.39 | 3.04% |
Tony Macafee UniSuper Management Pty Ltd | 73,072 | $4.52M | $5.04M | $512,830.59 | 11.33% |
Invesco LLC INVESCO, LLC | 6,655 | $330,819.75 | $458,729.15 | $127,909.4 | 38.66% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 17,464 | $1.19M | $1.2M | $8,772.3 | 0.74% |
Peter Sigismondi Ramirez Asset Management, Inc. | 700 | $43,314 | $48,251 | $4,937 | 11.4% |
Denise Reinert CGC Financial Services, LLC | 222 | $12,753.82 | $15,384.6 | $2,630.78 | 20.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,071 | $1.22M | $1.45M | $222,796.29 | 18.19% |
Mathieu Cornu Pictet Asset Management Holding SA | 3.12M | $181.3M | $216.16M | $34.86M | 19.23% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 428 | $24,617.37 | $29,309.44 | $4,692.07 | 19.06% |
Kevin Orr Centennial Bank/AR/ | 799 | $32,958.99 | $55,290.8 | $22,331.81 | 67.76% |