| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 487 | $14,040 | $17,098.57 | $3,058.57 | 21.78% |
Kevin Kroskey True Wealth Design LLC | 18 | $567.5 | $675.18 | $107.68 | 18.97% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 100 | $2,207 | $3,550 | $1,343 | 60.85% |
Alexandra Stickelman Root Financial Partners, LLC | 1,725 | $85,555.75 | $61,030.5 | -$24,525.25 | -28.67% |
Nemes Rush Group LLC Nemes Rush Group LLC | 150 | $1,498.5 | $5,307 | $3,808.5 | 254.15% |
John Shanley Aspect Partners, LLC | 147 | $7,330.87 | $5,513.97 | -$1,816.9 | -24.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,882 | $372,940.44 | $316,110.38 | -$56,830.06 | -15.24% |
Bradley Harsch Strategic Advocates LLC | 7,288 | $216,403.01 | $259,379.92 | $42,976.91 | 19.86% |
Elliot Kallen Prosperity Wealth Management, Inc. | 6,900 | $303,441.55 | $245,571 | -$57,870.55 | -19.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,588 | $416,202.92 | $368,250.64 | -$47,952.28 | -11.52% |
Mathieu Cornu Pictet Asset Management Holding SA | 108,863 | $4.65M | $3.85M | -$803,479.69 | -17.28% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 8,319 | $239,837 | $290,416.29 | $50,579.29 | 21.09% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 6,904 | $199,042 | $243,987.36 | $44,945.36 | 22.58% |
Jae Cho Marex Group plc | 4.01M | $172.68M | $141.57M | -$31.11M | -18.02% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 40 | $1,154 | $1,418.8 | $264.8 | 22.95% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,401 | $402,799.07 | $365,803.17 | -$36,995.9 | -9.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,887 | $1.97M | $1.52M | -$450,644.87 | -22.85% |
Amir Har-El Savvy Advisors, Inc. | 9,092 | $389,256.47 | $319,311.04 | -$69,945.43 | -17.97% |
Raymond Debbane Siren, L.L.C. | 170,000 | $1.49M | $6.03M | $4.54M | 305.84% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 147 | $4,238 | $5,162.64 | $924.64 | 21.82% |