| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lison Couture iA Global Asset Management Inc. | 131,414 | $5.66M | $5.6M | -$62,967.84 | -1.11% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 6,589 | $291,555.18 | $280,691.4 | -$10,863.78 | -3.73% |
| PIL PFG Investments LLC PFG Investments LLC | 14,419 | $556,953.29 | $612,663.31 | $55,710.02 | 10% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,014 | $47,273 | $43,172.98 | -$4,100.02 | -8.67% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 111 | $5,448 | $4,699.74 | -$748.26 | -13.73% |
Jacob Going Alpine Bank Wealth Management | 107 | $4,988 | $4,558.2 | -$429.8 | -8.62% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 10,539 | $425,605.72 | $448,961.4 | $23,355.68 | 5.49% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 995 | $43,587.2 | $42,212.87 | -$1,374.33 | -3.15% |
Eugene Donato KENNEDY INVESTMENT GROUP | 7,070 | $305,960.95 | $301,182 | -$4,778.95 | -1.56% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,406 | $205,393 | $187,695.6 | -$17,697.4 | -8.62% |
Courtney Holt Compound Planning, Inc. | 13,417 | $616,963.2 | $571,430.03 | -$45,533.17 | -7.38% |
Katherine Stoner Empower Advisory Group, LLC | 1.47M | $68.63M | $62.71M | -$5.92M | -8.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,088 | $207,342.21 | $217,308.48 | $9,966.27 | 4.81% |
Ian Wang Plato Investment Management Ltd | 30,425 | $1.25M | $1.3M | $41,643.38 | 3.32% |
Chad Tobin Slagle Financial, LLC | 86,163 | $4.02M | $3.67M | -$346,382.2 | -8.62% |
John Shanley Aspect Partners, LLC | 59 | $2,264.27 | $2,541.72 | $277.45 | 12.25% |
Andrew Wiener Samjo Management, LLC | 26,600 | $954,940 | $1.14M | $181,412 | 19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,127 | $328,150.33 | $304,109.09 | -$24,041.24 | -7.33% |
Tony Macafee UniSuper Management Pty Ltd | 114,619 | $4.55M | $4.88M | $335,637.59 | 7.38% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 12,267 | $454,325.91 | $522,574.2 | $68,248.29 | 15.02% |