| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Smith Linden Thomas Advisory Services LLC | 7,640 | $670,827.78 | $1.13M | $457,829.42 | 68.25% |
Paul B. Ordonio Park Place Capital Corp. | 244 | $39,225.44 | $36,251.08 | -$2,974.36 | -7.58% |
Kevin Kroskey True Wealth Design LLC | 49 | $6,799.98 | $7,238.77 | $438.79 | 6.45% |
Jill Batley Gateway Wealth Partners LLC | 1,782 | $295,943 | $263,254.86 | -$32,688.14 | -11.05% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 9,747 | $1.72M | $1.45M | -$267,718.21 | -15.6% |
Lison Couture iA Global Asset Management Inc. | 17,473 | $2.93M | $2.58M | -$344,744.52 | -11.78% |
Jacob Going Alpine Bank Wealth Management | 142 | $26,744 | $21,206.28 | -$5,537.72 | -20.71% |
Scott Boyce Decker Retirement Planning Inc. | 4 | $736 | $590.92 | -$145.08 | -19.71% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 42 | $7,629.44 | $6,204.66 | -$1,424.78 | -18.67% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 3,075 | $300,368.62 | $454,269.75 | $153,901.13 | 51.24% |
Staci Compagno Portside Wealth Group, LLC | 7,258 | $787,815.69 | $1.07M | $284,408.65 | 36.1% |
Courtney Holt Compound Planning, Inc. | 4,593 | $478,436.19 | $678,523.89 | $200,087.7 | 41.82% |
Katherine Stoner Empower Advisory Group, LLC | 2,981 | $495,054.65 | $437,312.7 | -$57,741.95 | -11.66% |
Ian Wang Plato Investment Management Ltd | 11,814 | $936,442.46 | $1.76M | $827,860.3 | 88.4% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,972 | $1.14M | $1.03M | -$108,102.07 | -9.5% |
John Shanley Aspect Partners, LLC | 43 | $8,099 | $6,352.39 | -$1,746.61 | -21.57% |
Tony Macafee UniSuper Management Pty Ltd | 10,952 | $1.03M | $1.63M | $595,183.28 | 57.68% |
Norden Group LLC NORDEN GROUP LLC | 7,378 | $904,143.81 | $1.09M | $185,808.13 | 20.55% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 2,972 | $339,283.83 | $439,053.56 | $99,769.73 | 29.41% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,286 | $242,205 | $188,656.2 | -$53,548.8 | -22.11% |