| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BL Brian Lawrence North Ridge Wealth Advisors Inc. | 111 | $5,448 | $5,122.65 | -$325.35 | -5.97% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 10,275 | $413,297.76 | $473,985.75 | $60,687.99 | 14.68% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 105 | $4,577 | $4,810.05 | $233.05 | 5.09% |
Alexandra Stickelman Root Financial Partners, LLC | 2,333 | $106,047.46 | $107,667.95 | $1,620.49 | 1.53% |
Eugene Donato KENNEDY INVESTMENT GROUP | 7,059 | $305,448.15 | $323,372.79 | $17,924.64 | 5.87% |
Courtney Holt Compound Planning, Inc. | 11,318 | $519,103.68 | $522,325.7 | $3,222.02 | 0.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,082 | $207,055.28 | $235,601.52 | $28,546.24 | 13.79% |
Ian Wang Plato Investment Management Ltd | 61,876 | $2.5M | $2.85M | $347,308.03 | 13.88% |
John Shanley Aspect Partners, LLC | 59 | $2,264.27 | $2,711.05 | $446.78 | 19.73% |
Andrew Wiener Samjo Management, LLC | 26,600 | $954,940 | $1.24M | $285,152 | 29.86% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,939 | $365,147.45 | $366,861.19 | $1,713.74 | 0.47% |
Tony Macafee UniSuper Management Pty Ltd | 92,319 | $3.51M | $4.27M | $758,555.23 | 21.63% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 10,694 | $380,992.59 | $489,892.14 | $108,899.55 | 28.58% |
Norden Group LLC NORDEN GROUP LLC | 12,675 | $533,497.1 | $580,641.75 | $47,144.65 | 8.84% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 63,141 | $2.78M | $2.89M | $111,150.07 | 4% |
| AA Andrew Alkon EntryPoint Capital, LLC | 25,176 | $1.23M | $1.15M | -$80,815.44 | -6.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,472 | $1.02M | $1.08M | $66,296.24 | 6.52% |
Mathieu Cornu Pictet Asset Management Holding SA | 531,344 | $22.38M | $24.8M | $2.42M | 10.8% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 203 | $7,452.95 | $9,358.3 | $1,905.35 | 25.57% |
Kevin Orr Centennial Bank/AR/ | 67 | $2,909 | $3,079.99 | $170.99 | 5.88% |