| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Pohl Invera Wealth Advisors, LLC | 2,663 | $910,135.41 | $905,473.23 | -$4,662.18 | -0.51% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 2,660 | $727,938.5 | $904,453.17 | $176,514.67 | 24.25% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,027 | $320,217.83 | $349,200.53 | $28,982.7 | 9.05% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,096 | $383,666.26 | $372,661.91 | -$11,004.35 | -2.87% |
Courtney Holt Compound Planning, Inc. | 3,201 | $967,766.76 | $1.09M | $120,637.22 | 12.47% |
Katherine Stoner Empower Advisory Group, LLC | 1,821 | $506,001.28 | $588,419.73 | $82,418.45 | 16.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 54 | $14,757 | $17,540.28 | $2,783.28 | 18.86% |
Ian Wang Plato Investment Management Ltd | 3,546 | $1.08M | $1.2M | $127,539.94 | 11.86% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,463 | $497,320.37 | $497,449.24 | $128.87 | 0.03% |
John Shanley Aspect Partners, LLC | 19 | $5,570.77 | $6,460.38 | $889.61 | 15.97% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $901.5 | $1,020.06 | $118.56 | 13.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 908 | $224,880.6 | $308,738.15 | $83,857.55 | 37.29% |
Tony Macafee UniSuper Management Pty Ltd | 157,145 | $48.43M | $51.04M | $2.61M | 5.4% |
Norden Group LLC NORDEN GROUP LLC | 2,941 | $907,612 | $999,998.79 | $92,386.79 | 10.18% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,605 | $2.17M | $2.25M | $80,552.01 | 3.72% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,078 | $256,581.08 | $348,334.14 | $91,753.06 | 35.76% |
John M Roach Waterway Wealth Management, LLC | 3,631 | $1.18M | $1.23M | $58,501.05 | 4.97% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,010 | $280,648.68 | $326,361.3 | $45,712.62 | 16.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,801 | $2.46M | $2.65M | $190,048.78 | 7.72% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 68,177 | $19.04M | $22.03M | $2.99M | 15.7% |