| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 27 | $3,411.66 | $3,631.5 | $219.84 | 6.44% |
Jill Batley Gateway Wealth Partners LLC | 4,257 | $575,556 | $580,591.37 | $5,035.37 | 0.87% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 14,409 | $1.12M | $1.97M | $844,544.01 | 75.36% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 16,790 | $2.33M | $2.29M | -$44,241.61 | -1.9% |
Beth Zilka Baron Wealth Management LLC | 1,639 | $225,377.11 | $223,239.99 | -$2,137.12 | -0.95% |
Lison Couture iA Global Asset Management Inc. | 16,587 | $1.57M | $2.26M | $686,143.3 | 43.62% |
| PIL PFG Investments LLC PFG Investments LLC | 2,826 | $299,062.9 | $384,759.87 | $85,696.97 | 28.66% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 4,253 | $557,514.95 | $579,279.86 | $21,764.91 | 3.9% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 94 | $12,655.18 | $12,798.1 | $142.92 | 1.13% |
Alexandra Stickelman Root Financial Partners, LLC | 1,606 | $214,491.72 | $218,656.88 | $4,165.16 | 1.94% |
Jorge Paganin Abacus Wealth Partners, LLC | 14,673 | $2.02M | $2M | -$23,264.85 | -1.15% |
Courtney Holt Compound Planning, Inc. | 7,053 | $720,623.81 | $960,265.88 | $239,642.07 | 33.25% |
Katherine Stoner Empower Advisory Group, LLC | 1,531 | $207,037 | $208,445.63 | $1,408.63 | 0.68% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,695 | $405,681.8 | $503,074.21 | $97,392.41 | 24.01% |
Ian Wang Plato Investment Management Ltd | 16,593 | $1.71M | $2.26M | $547,205.87 | 31.96% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,904 | $1.43M | $1.48M | $50,026.5 | 3.49% |
John Shanley Aspect Partners, LLC | 71 | $5,936.98 | $9,549.5 | $3,612.52 | 60.85% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,752 | $236,923 | $238,044.24 | $1,121.24 | 0.47% |
Tony Macafee UniSuper Management Pty Ltd | 27,673 | $2.99M | $3.76M | $771,213.96 | 25.82% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 26,030 | $3.41M | $3.5M | $87,732.5 | 2.57% |