| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 1,745 | $279,791.77 | $584,034.05 | $304,242.28 | 108.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 97 | $28,185.29 | $32,390.24 | $4,204.95 | 14.92% |
Alexandra Stickelman Root Financial Partners, LLC | 518 | $155,590 | $176,342.73 | $20,752.73 | 13.34% |
Courtney Holt Compound Planning, Inc. | 1,087 | $327,647.94 | $358,264.33 | $30,616.39 | 9.34% |
Katherine Stoner Empower Advisory Group, LLC | 796 | $180,064.05 | $265,927.68 | $85,863.63 | 47.69% |
Nemes Rush Group LLC Nemes Rush Group LLC | 14 | $4,418.55 | $4,614.68 | $196.13 | 4.44% |
Ian Wang Plato Investment Management Ltd | 2,400 | $667,288.59 | $801,792 | $134,503.41 | 20.16% |
John Shanley Aspect Partners, LLC | 7 | $1,476.43 | $2,315.53 | $839.1 | 56.83% |
Tony Macafee UniSuper Management Pty Ltd | 36,199 | $9.94M | $12.08M | $2.15M | 21.58% |
Thomas Healy PFW Advisors LLC | 2,700 | $880,906.91 | $892,917 | $12,010.09 | 1.36% |
Invesco LLC INVESCO, LLC | 955 | $183,770.47 | $315,904.45 | $132,133.98 | 71.9% |
Norden Group LLC NORDEN GROUP LLC | 813 | $249,219.89 | $269,257.47 | $20,037.58 | 8.04% |
Robert Green LECAP ASSET MANAGEMENT LTD | 3,384 | $957,604 | $1.13M | $169,217.24 | 17.67% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,482 | $1.44M | $1.5M | $54,259.41 | 3.76% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 888 | $246,944 | $292,844.64 | $45,900.64 | 18.59% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,497 | $276,181.53 | $499,923.15 | $223,741.62 | 81.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,041 | $3.72M | $3.98M | $259,735.19 | 6.99% |
Mathieu Cornu Pictet Asset Management Holding SA | 103,717 | $21.15M | $34.15M | $13.01M | 61.5% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 14,829 | $3.42M | $4.93M | $1.51M | 44.3% |
NICOLE MARTIN Arlington Trust Co LLC | 76 | $23,083.25 | $25,170.44 | $2,087.19 | 9.04% |