| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,424 | $186,841.92 | $212,281.8 | $25,439.88 | 13.62% |
Ashley Meredith Abel Hall, LLC | 5,161 | $414,829.04 | $458,606.46 | $43,777.42 | 10.55% |
| CI CacheTech Inc. CacheTech Inc. | 51,257 | $2.86M | $4.51M | $1.65M | 57.5% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 100 | $7,450 | $8,886 | $1,436 | 19.28% |
Gregg L. Kudisch Gallo Partners, LP | 6,724 | $518,286 | $583,374.24 | $65,088.24 | 12.56% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,546 | $269,744 | $307,650.96 | $37,906.96 | 14.05% |
| WL Wealthcollab LLC WealthCollab, LLC | 610 | $24,597.31 | $53,420.75 | $28,823.44 | 117.18% |
Ian Jameson American Capital Advisory, LLC | 112 | $7,751.59 | $9,952.32 | $2,200.73 | 28.39% |
Joel W. Lake Capstone Wealth Management, LLC | 3,851 | $296,835 | $342,199.86 | $45,364.86 | 15.28% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,024 | $313,802.02 | $535,292.64 | $221,490.62 | 70.58% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 316 | $16,331.59 | $27,905.96 | $11,574.37 | 70.87% |
Janice M. Powell Diversify Advisory Services, LLC | 3,310 | $255,134.81 | $289,873.25 | $34,738.44 | 13.62% |
Kevyn Hill Hilltop National Bank | 795 | $59,227.92 | $70,643.7 | $11,415.78 | 19.27% |
Richard Crinion Mediolanum International Funds Ltd | 741,913 | $56.55M | $65.93M | $9.37M | 16.58% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 268,640 | $16.82M | $23.31M | $6.49M | 38.56% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 31 | $2,389 | $2,689.87 | $300.87 | 12.59% |
DAVID REICHERT Atlatl Advisers LLC | 2,087 | $160,866 | $185,450.82 | $24,584.82 | 15.28% |
| HAS Hayley A. Snell LRI Investments, LLC | 12,836 | $609,135.43 | $1.14M | $531,471.53 | 87.25% |
David Millar Gen-Wealth Partners Inc | 1,694 | $80,908.37 | $148,352.05 | $67,443.68 | 83.36% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 8,884 | $594,283.74 | $789,432.24 | $195,148.5 | 32.84% |