| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 25,748 | $509,488.71 | $1.85M | $1.34M | 262.15% |
Courtney Holt Compound Planning, Inc. | 12,886 | $495,713.52 | $929,209.46 | $433,495.94 | 87.45% |
Ian Wang Plato Investment Management Ltd | 769 | $43,882.97 | $55,452.59 | $11,569.62 | 26.36% |
Shawn Scholz Impact Partnership Wealth, LLC | 19,511 | $696,144.11 | $1.41M | $710,794.1 | 102.1% |
John Shanley Aspect Partners, LLC | 1,052 | $21,187 | $76,028.04 | $54,841.04 | 258.84% |
Norden Group LLC NORDEN GROUP LLC | 16,664 | $445,663.11 | $1.2M | $757,977.61 | 170.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,915 | $574,286.41 | $930,784.05 | $356,497.64 | 62.08% |
Mathieu Cornu Pictet Asset Management Holding SA | 65,070 | $1.71M | $4.68M | $2.97M | 173.76% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 101 | $2,186.39 | $7,296.74 | $5,110.35 | 233.73% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 11,363 | $510,042.41 | $814,272.58 | $304,230.17 | 59.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,831 | $246,881.87 | $563,479.6 | $316,597.73 | 128.24% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 8 | $357 | $575.64 | $218.64 | 61.24% |
Kevin Bresler TD Waterhouse Canada Inc. | 115,259 | $4.59M | $8.29M | $3.7M | 80.63% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 438,429 | $15.54M | $31.42M | $15.88M | 102.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,382 | $302,870 | $315,306.81 | $12,436.81 | 4.11% |
Amir Har-El Savvy Advisors, Inc. | 13,866 | $547,013.78 | $997,520.04 | $450,506.26 | 82.36% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 22 | $486.85 | $1,582.68 | $1,095.83 | 225.09% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 215 | $14,863 | $15,467.1 | $604.1 | 4.06% |
Taylor Wagner Valued Wealth Advisors LLC | 278 | $15,723.78 | $19,999.32 | $4,275.54 | 27.19% |
Brad McFadden Glenorchy Capital Ltd | 69,236 | $1.44M | $4.98M | $3.54M | 246.79% |