| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 8,490 | $514,138.6 | $965,737.5 | $451,598.9 | 87.84% |
Staci Compagno Portside Wealth Group, LLC | 1,382 | $223,980 | $157,202.5 | -$66,777.5 | -29.81% |
Courtney Holt Compound Planning, Inc. | 13,653 | $440,132.5 | $1.55M | $1.11M | 252.85% |
Ian Wang Plato Investment Management Ltd | 13,316 | $2.15M | $1.62M | -$530,169.04 | -24.71% |
Andrew Halac Talon Private Wealth, LLC | 9,768 | $628,410.34 | $1.11M | $482,699.66 | 76.81% |
Norden Group LLC NORDEN GROUP LLC | 5,226 | $846,977 | $594,457.5 | -$252,519.5 | -29.81% |
Robert Green LECAP ASSET MANAGEMENT LTD | 2,254 | $365,306 | $256,392.5 | -$108,913.5 | -29.81% |
Elliot Kallen Prosperity Wealth Management, Inc. | 9,300 | $561,906 | $1.06M | $495,969 | 88.27% |
John M Roach Waterway Wealth Management, LLC | 3,608 | $217,995.33 | $410,410 | $192,414.67 | 88.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,080 | $893,707.55 | $1.83M | $935,392.45 | 104.66% |
Mathieu Cornu Pictet Asset Management Holding SA | 139,931 | $6.89M | $15.92M | $9.03M | 131.18% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 212 | $5,613.39 | $24,115 | $18,501.61 | 329.6% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 30,731 | $1.77M | $3.5M | $1.72M | 97.1% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 4,777 | $253,094.68 | $582,220.76 | $329,126.08 | 130.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,743 | $233,537.49 | $653,266.25 | $419,728.76 | 179.73% |
Syon Capital LLC SYON CAPITAL LLC | 1,538 | $249,264 | $194,034.08 | -$55,229.92 | -22.16% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,449 | $62,680.59 | $164,823.75 | $102,143.16 | 162.96% |
| AK Alisha Kamadia United Community Bank | 3,480 | $171,932.58 | $433,364.4 | $261,431.82 | 152.05% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,400 | $226,899 | $159,250 | -$67,649 | -29.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,575 | $719,049.8 | $1.43M | $711,356.45 | 98.93% |