| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 905 | $261,788.11 | $312,406 | $50,617.89 | 19.34% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,782 | $931,312.4 | $960,346.4 | $29,034 | 3.12% |
Norden Group LLC NORDEN GROUP LLC | 891 | $206,967 | $307,096.52 | $100,129.52 | 48.38% |
Robert Green LECAP ASSET MANAGEMENT LTD | 2,560 | $764,186 | $882,342.43 | $118,156.43 | 15.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 989 | $306,064.12 | $337,783.07 | $31,718.95 | 10.36% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,257 | $1.18M | $2.16M | $979,783.18 | 83.24% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,207.99 | $2,117.1 | $909.11 | 75.26% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5 | $962.96 | $1,735.6 | $772.64 | 80.24% |
Syon Capital LLC SYON CAPITAL LLC | 15,625 | $4.22M | $5.42M | $1.2M | 28.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 136,010 | $40.91M | $47.17M | $6.26M | 15.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 719 | $214,702 | $249,579.28 | $34,877.28 | 16.24% |
Amir Har-El Savvy Advisors, Inc. | 2,116 | $600,210.93 | $733,892.28 | $133,681.35 | 22.27% |
Ann Keitner Quantum Portfolio Management LLC | 1,333 | $448,127.32 | $462,710.96 | $14,583.64 | 3.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3 | $669.33 | $1,040.49 | $371.16 | 55.45% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,820 | $321,208.25 | $631,758.4 | $310,550.15 | 96.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 63 | $18,806 | $21,850.29 | $3,044.29 | 16.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 773 | $263,013.04 | $268,099.59 | $5,086.55 | 1.93% |
Darin Sadow Freestone Grove Partners LP | 48,822 | $16.45M | $16.93M | $486,672.81 | 2.96% |
Curtis Burkholder Bare Financial Services, Inc | 2 | $597 | $691.16 | $94.16 | 15.77% |
Joshua Stipcich Tidemark, LLC | 68 | $20,359 | $23,499.44 | $3,140.44 | 15.43% |