| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 572 | $24,669.69 | $28,139.54 | $3,469.85 | 14.07% |
Jeffrey Hanson Breakwater Capital Group | 8,847 | $362,637.83 | $435,228.16 | $72,590.33 | 20.02% |
Darren Tapley New England Capital Financial Advisors LLC | 261 | $10,841.72 | $12,839.89 | $1,998.17 | 18.43% |
Andrew Lewis Genesis Private Wealth LLC | 6,882 | $294,184.48 | $337,252.41 | $43,067.93 | 14.64% |
| DS David Smith Linden Thomas Advisory Services LLC | 43,112 | $1.8M | $2.12M | $320,703.99 | 17.85% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,157 | $452,945.85 | $549,705.39 | $96,759.54 | 21.36% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 208 | $10,537 | $10,193.04 | -$343.96 | -3.26% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 11,171 | $485,553.3 | $550,395.17 | $64,841.87 | 13.35% |
Kevin Kroskey True Wealth Design LLC | 171 | $7,446.26 | $8,397.81 | $951.55 | 12.78% |
Lison Couture iA Global Asset Management Inc. | 46,783 | $2.37M | $2.3M | -$68,303.18 | -2.88% |
| PIL PFG Investments LLC PFG Investments LLC | 16,713 | $654,214.12 | $822,780.99 | $168,566.87 | 25.77% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 400 | $19,016 | $19,692 | $676 | 3.55% |
Alexandra Stickelman Root Financial Partners, LLC | 1,229 | $59,827.79 | $60,503.67 | $675.88 | 1.13% |
Courtney Holt Compound Planning, Inc. | 5,146 | $235,660.75 | $253,337.58 | $17,676.83 | 7.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,023 | $180,557.16 | $198,052.29 | $17,495.13 | 9.69% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,459 | $327,213 | $317,976.57 | -$9,236.43 | -2.82% |
John Shanley Aspect Partners, LLC | 30 | $1,213.73 | $1,473.3 | $259.57 | 21.39% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,135 | $260,139 | $252,128.5 | -$8,010.5 | -3.08% |
Tony Macafee UniSuper Management Pty Ltd | 1.17M | $45.88M | $57.43M | $11.54M | 25.15% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 39,220 | $1.62M | $1.91M | $290,193.56 | 17.94% |