| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 2,240 | $247,341 | $272,182.4 | $24,841.4 | 10.04% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 28 | $1,992.2 | $3,400.46 | $1,408.26 | 70.69% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,808 | $195,925.2 | $584,147.96 | $388,222.76 | 198.15% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,358 | $225,992.72 | $409,037.98 | $183,045.26 | 81% |
Staci Compagno Portside Wealth Group, LLC | 8,505 | $476,766.09 | $1.03M | $555,485.76 | 116.51% |
Courtney Holt Compound Planning, Inc. | 3,252 | $231,379.8 | $395,020.44 | $163,640.64 | 70.72% |
Katherine Stoner Empower Advisory Group, LLC | 3,205 | $215,696.34 | $388,413.95 | $172,717.61 | 80.07% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,075 | $616,438.92 | $1.1M | $485,538.33 | 78.77% |
Andrew Halac Talon Private Wealth, LLC | 10,725 | $763,083.75 | $1.3M | $540,861.75 | 70.88% |
Norden Group LLC NORDEN GROUP LLC | 9,260 | $530,041.4 | $1.12M | $587,455.4 | 110.83% |
Robert Green LECAP ASSET MANAGEMENT LTD | 3,740 | $267,043.48 | $453,643.3 | $186,599.82 | 69.88% |
Bradley Harsch Strategic Advocates LLC | 555 | $38,830.1 | $67,318.72 | $28,488.62 | 73.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,074 | $693,859.3 | $1.29M | $599,805.38 | 86.44% |
Mathieu Cornu Pictet Asset Management Holding SA | 19,347 | $851,783.53 | $2.35M | $1.5M | 175.99% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $668.82 | $1,583.92 | $915.1 | 136.82% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,626 | $426,191.33 | $802,044.17 | $375,852.84 | 88.19% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 14,374 | $819,069.2 | $1.75M | $926,796.84 | 113.15% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,409 | $630,712.99 | $1.39M | $756,279.14 | 119.91% |
Florian Peters denkapparat Operations GmbH | 4,988 | $354,896.2 | $605,293.8 | $250,397.6 | 70.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 116 | $7,663.95 | $14,133.44 | $6,469.49 | 84.41% |