| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 43,356 | $2.05M | $3.6M | $1.55M | 75.43% |
Kyle Jones Pineridge Advisors LLC | 4,465 | $233,487.88 | $367,246.25 | $133,758.37 | 57.29% |
| CI CacheTech Inc. CacheTech Inc. | 21,843 | $1.83M | $1.81M | -$17,764.43 | -0.97% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 136,361 | $11.74M | $11.26M | -$479,647.22 | -4.09% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 1.49M | $112.48M | $122.66M | $10.18M | 9.06% |
Kayla Tweedy JBR Co Financial Management Inc | 15,079 | $1.26M | $1.25M | -$10,140.01 | -0.81% |
Ian Jameson American Capital Advisory, LLC | 44 | $2,685.36 | $3,616.58 | $931.22 | 34.68% |
Chris M. Frantz Catalina Capital Group, LLC | 3,741 | $285,400.29 | $309,941.85 | $24,541.56 | 8.6% |
David Hobbs Hobbs Wealth Management, LLC | 4,657 | $343,209.89 | $383,084.82 | $39,874.93 | 11.62% |
David Maxey Heritage Family Offices, LLP | 41,784 | $3.66M | $3.45M | -$211,591.17 | -5.78% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 27,762 | $2M | $2.29M | $293,996.16 | 14.71% |
Janice M. Powell Diversify Advisory Services, LLC | 634,699 | $51.27M | $52.18M | $910,811.28 | 1.78% |
Taylor Faw Strathmore Capital Advisors, Inc. | 2,477 | $231,202.86 | $205,256.6 | -$25,946.26 | -11.22% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,859 | $119,010.02 | $236,124.81 | $117,114.79 | 98.41% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 91,401 | $5M | $7.5M | $2.5M | 50.04% |
Todd Lunsford International Private Wealth Advisors LLC | 2,872 | $127,918.53 | $238,490.88 | $110,572.35 | 86.44% |
David Millar Gen-Wealth Partners Inc | 3,980 | $324,895.76 | $327,812.7 | $2,916.94 | 0.9% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 651 | $60,341.34 | $53,606.59 | -$6,734.75 | -11.16% |
Dana Weymouth Painted Porch Advisors LLC | 3,415 | $218,175.49 | $280,559.32 | $62,383.83 | 28.59% |
Kara Lilian Lynx Investment Advisory | 71,293 | $3.55M | $5.89M | $2.34M | 65.82% |