| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 15,615 | $564,013.8 | $1.01M | $450,961.2 | 79.96% |
| YA Yinka Akinsola Blue Trust Inc. | 150 | $6,327 | $9,750 | $3,423 | 54.1% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,750 | $204,750 | $247,556.25 | $42,806.25 | 20.91% |
Matthew Heller Willner & Heller LLC | 4,267 | $250,899.6 | $279,424.49 | $28,524.89 | 11.37% |
| THL Team Hewins LLC Team Hewins LLC | 8,220 | $357,981 | $537,508.27 | $179,527.27 | 50.15% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 33,368 | $1.52M | $2.18M | $662,958.45 | 43.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,207 | $50,437.24 | $78,829.17 | $28,391.93 | 56.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,254 | $426,807.87 | $473,323.5 | $46,515.63 | 10.9% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,893 | $206,128 | $385,402.2 | $179,274.2 | 86.97% |
Dana Moreau COMMON FUND FOR NONPROFIT ORGANIZATIONS | 18,518 | $829,297.88 | $1.21M | $381,779.32 | 46.04% |
James D. Ackerman Ackerman Asset Management LLC | 6,801 | $286,892 | $442,949.13 | $156,057.13 | 54.4% |