| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,146 | $329,756.55 | $547,354.94 | $217,598.39 | 65.99% |
Brook Hart Presilium Private Wealth LLC | 8,734 | $681,420.93 | $1.15M | $471,641.78 | 69.21% |
Albert Moore First National Advisers LLC | 2,460 | $291,066.9 | $324,769.21 | $33,702.31 | 11.58% |
Anita Woodhouse V-Square Quantitative Management LLC | 77,000 | $10.18M | $10.17M | -$16,939.69 | -0.17% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 6,248 | $548,581.35 | $853,914.16 | $305,332.81 | 55.66% |
Mariana Coli Dunhill Financial LLC | 2,187 | $222,293.67 | $299,859.57 | $77,565.9 | 34.89% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 93 | $11,290.8 | $12,277.86 | $987.06 | 8.74% |
Lukas Lindgren Abound Wealth Management | 859 | $75,909.25 | $113,405.18 | $37,495.93 | 49.4% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,923 | $478,857.74 | $517,914.48 | $39,056.74 | 8.16% |
Victoria Latham Fiduciary Alliance LLC | 2,014 | $221,003.2 | $265,888.29 | $44,885.09 | 20.31% |
Stephen Cheifetz Kades & Cheifetz LLC | 3,521 | $316,303.01 | $464,842.43 | $148,539.42 | 46.96% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 8,520 | $646,148.09 | $1.17M | $522,029.11 | 80.79% |
Patrick D. Hayes Canopy Partners LLC | 4,512 | $517,420.81 | $595,674.26 | $78,253.45 | 15.12% |
Bree Pate Olisti Co. Wealth LLC | 29 | $3,485 | $3,828.58 | $343.58 | 9.86% |
Kevin Gray Lodestar Private Asset Management LLC | 7,869 | $727,210.75 | $1.04M | $311,654.66 | 42.86% |
John Canning Mi LLCreek Capital Advisors LLC | 173,348 | $12.27M | $22.89M | $10.62M | 86.55% |
Rick Mordesovich Sonoma Private Wealth LLC | 6,077 | $613,697.07 | $835,405.19 | $221,708.12 | 36.13% |
Robert Hackenberg Northeast Financial Group Inc. | 3,474 | $411,460.83 | $458,637.49 | $47,176.66 | 11.47% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,650 | $562,506.08 | $613,893.02 | $51,386.94 | 9.14% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 12,277 | $823,146.09 | $1.62M | $797,663.5 | 96.9% |