| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Smith Linden Thomas Advisory Services LLC | 37,743 | $1.72M | $2.16M | $436,764.67 | 25.32% |
Paul B. Ordonio Park Place Capital Corp. | 464 | $19,128.8 | $25,642.96 | $6,514.16 | 34.05% |
Kevin Kroskey True Wealth Design LLC | 1,870 | $81,451.66 | $104,102.9 | $22,651.24 | 27.81% |
| JC Jared Calvert Buck Wealth Strategies LLC | 100 | $6,541 | $5,488.7 | -$1,052.3 | -16.09% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 892 | $55,308.52 | $49,604.12 | -$5,704.4 | -10.31% |
Courtney Holt Compound Planning, Inc. | 5,541 | $362,436.81 | $305,863.2 | -$56,573.61 | -15.61% |
Ian Wang Plato Investment Management Ltd | 1,239 | $61,848.88 | $70,957.53 | $9,108.65 | 14.73% |
Shawn Scholz Impact Partnership Wealth, LLC | 8,595 | $353,859.86 | $492,235.65 | $138,375.79 | 39.1% |
Michael Ryan Michael S. Ryan, Inc. | 4,613 | $297,714.05 | $252,613.42 | -$45,100.63 | -15.15% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,317 | $609,424.97 | $514,671.08 | -$94,753.89 | -15.55% |
| BF Brian Falahee Delta Global Management LP | 3,797 | $248,361.77 | $217,454.19 | -$30,907.58 | -12.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,613 | $221,437.74 | $264,186.51 | $42,748.77 | 19.31% |
Mathieu Cornu Pictet Asset Management Holding SA | 5.83M | $218.48M | $324.55M | $106.07M | 48.55% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $895.31 | $890.32 | -$4.99 | -0.56% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,949 | $192,894.09 | $162,106.53 | -$30,787.56 | -15.96% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 33,006 | $1.62M | $1.89M | $273,240.77 | 16.9% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,695 | $241,689.95 | $205,090.97 | -$36,598.98 | -15.14% |
Syon Capital LLC SYON CAPITAL LLC | 11,708 | $517,644.38 | $641,832.56 | $124,188.18 | 23.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,193 | $241,097.87 | $289,094.31 | $47,996.44 | 19.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,638 | $340,221.56 | $369,537.46 | $29,315.9 | 8.62% |