| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kuhn Kuhn & Co Investment Counsel | 1,071 | $496,594.42 | $458,484.39 | -$38,110.03 | -7.67% |
Brian Distler Lakeridge Wealth Management LLC | 779 | $358,233.51 | $331,285.32 | -$26,948.19 | -7.52% |
Corey Saft Sivia Capital Partners, LLC | 1,163 | $449,767 | $497,868.67 | $48,101.67 | 10.69% |
Jay S. Arce Taylor Financial Group, Inc. | 1,740 | $820,514.06 | $742,919.1 | -$77,594.96 | -9.46% |
Ashley Meredith Abel Hall, LLC | 690 | $266,844 | $296,303.25 | $29,459.25 | 11.04% |
| CI CacheTech Inc. CacheTech Inc. | 695 | $354,269.32 | $295,562.64 | -$58,706.68 | -16.57% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 586 | $226,801 | $250,591.18 | $23,790.18 | 10.49% |
| WL Wealthcollab LLC WealthCollab, LLC | 40 | $13,558.97 | $17,162 | $3,603.03 | 26.57% |
Ian Jameson American Capital Advisory, LLC | 13 | $4,841.21 | $5,581.81 | $740.6 | 15.3% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,026 | $371,853.76 | $439,569.18 | $67,715.42 | 18.21% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $709,140.21 | $646,843.98 | -$62,296.23 | -8.78% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 627 | $242,480 | $266,644.28 | $24,164.28 | 9.97% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 721 | $278,642 | $308,652.89 | $30,010.89 | 10.77% |
Janice M. Powell Diversify Advisory Services, LLC | 2,198 | $782,550.94 | $940,260.44 | $157,709.5 | 20.15% |
Kevyn Hill Hilltop National Bank | 440 | $155,041 | $188,724.8 | $33,683.8 | 21.73% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 9,187 | $3.52M | $3.92M | $407,500.23 | 11.59% |
Richard Crinion Mediolanum International Funds Ltd | 11,620 | $4.24M | $4.97M | $729,406.27 | 17.18% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1,343 | $633,305.34 | $574,924.87 | -$58,380.47 | -9.22% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 142,518 | $59.95M | $61.06M | $1.11M | 1.84% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 10 | $3,867 | $4,280.9 | $413.9 | 10.7% |