| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 16 | $4,528 | $4,861.52 | $333.52 | 7.37% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 97 | $28,185.29 | $29,749.9 | $1,564.61 | 5.55% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,795 | $578,330.42 | $545,877.45 | -$32,452.97 | -5.61% |
Alexandra Stickelman Root Financial Partners, LLC | 380 | $120,689.5 | $115,516.2 | -$5,173.3 | -4.29% |
Courtney Holt Compound Planning, Inc. | 1,324 | $393,556.96 | $402,482.76 | $8,925.8 | 2.27% |
Katherine Stoner Empower Advisory Group, LLC | 804 | $181,707.09 | $243,668.28 | $61,961.19 | 34.1% |
Nemes Rush Group LLC Nemes Rush Group LLC | 15 | $4,731.22 | $4,546.05 | -$185.17 | -3.91% |
Ian Wang Plato Investment Management Ltd | 3,168 | $853,904.92 | $960,125.78 | $106,220.86 | 12.44% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,723 | $1.17M | $1.13M | -$38,351.07 | -3.28% |
John Shanley Aspect Partners, LLC | 7 | $1,476.43 | $2,121.49 | $645.06 | 43.69% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 45 | $10,030.78 | $13,615.2 | $3,584.42 | 35.73% |
Tony Macafee UniSuper Management Pty Ltd | 22,542 | $6.07M | $6.82M | $745,832.58 | 12.28% |
Thomas Healy PFW Advisors LLC | 2,097 | $699,856.16 | $634,468.32 | -$65,387.84 | -9.34% |
Invesco LLC INVESCO, LLC | 955 | $183,770.47 | $289,431.85 | $105,661.38 | 57.5% |
Norden Group LLC NORDEN GROUP LLC | 1,110 | $338,232.79 | $341,086.35 | $2,853.56 | 0.84% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,482 | $1.44M | $1.37M | -$71,595.15 | -4.97% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 888 | $246,944 | $271,776.83 | $24,832.83 | 10.06% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,497 | $276,181.53 | $452,932.32 | $176,750.79 | 64% |
| BF Brian Falahee Delta Global Management LP | 4,567 | $1.43M | $1.38M | -$52,885.48 | -3.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,224 | $2.27M | $2.2M | -$73,289.45 | -3.23% |