| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 11,897 | $191,267.29 | $218,547.89 | $27,280.6 | 14.26% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 71,612 | $1.01M | $1.32M | $314,066.33 | 31.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 23,183 | $461,686.24 | $425,871.71 | -$35,814.53 | -7.76% |
James Rankin Modern Wealth Management, LLC | 13,086 | $238,820 | $241,240.41 | $2,420.41 | 1.01% |
David Vollmer PFS Partners, LLC | 2,041 | $32,700.03 | $37,625.83 | $4,925.8 | 15.06% |
Ann Keitner Quantum Portfolio Management LLC | 24,806 | $453,702 | $457,298.61 | $3,596.61 | 0.79% |
David W. Lewis Lewis Asset Management, LLC | 10,000 | $131,100 | $184,350 | $53,250 | 40.62% |
Kent Keister Bear Mountain Capital, Inc. | 122 | $1,707.64 | $2,241.75 | $534.11 | 31.28% |
Joshua Stipcich Tidemark, LLC | 8,031 | $105,989.55 | $147,529.47 | $41,539.92 | 39.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 165 | $2,889 | $3,014.55 | $125.55 | 4.35% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 36,732 | $752,639 | $674,766.84 | -$77,872.16 | -10.35% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,846 | $201,747 | $179,886.42 | -$21,860.58 | -10.84% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 52,421 | $706,478.06 | $960,876.93 | $254,398.87 | 36.01% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 46,023 | $672,958.81 | $841,990.78 | $169,031.97 | 25.12% |
| WL Wealthcollab LLC WealthCollab, LLC | 10,174 | $156,467.13 | $186,489.42 | $30,022.29 | 19.19% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,263 | $77,970 | $78,076.84 | $106.84 | 0.14% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 72,887 | $982,014.74 | $1.34M | $356,190.58 | 36.27% |
Michael Dziura Westfuller Advisors, LLC | 797 | $12,345.63 | $14,569.16 | $2,223.53 | 18.01% |
Winfried Buchbauer Erste Asset Management GmbH | 335,050 | $4.95M | $6.14M | $1.2M | 24.23% |
Beth Steinhaus Breakwater Investment Management | 766 | $10,709 | $14,002.48 | $3,293.48 | 30.75% |