| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 15,615 | $564,013.8 | $1.03M | $461,423.25 | 81.81% |
| YA Yinka Akinsola Blue Trust Inc. | 150 | $6,327 | $9,850.5 | $3,523.5 | 55.69% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,750 | $204,750 | $246,262.5 | $41,512.5 | 20.27% |
Matthew Heller Willner & Heller LLC | 4,267 | $250,899.6 | $273,344.01 | $22,444.41 | 8.95% |
| THL Team Hewins LLC Team Hewins LLC | 8,220 | $357,981 | $539,807.4 | $181,826.4 | 50.79% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 33,368 | $1.52M | $2.19M | $670,299.41 | 44.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,207 | $50,437.24 | $76,910.04 | $26,472.8 | 52.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,113 | $613,462.15 | $647,838.76 | $34,376.61 | 5.6% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,893 | $206,128 | $397,416.26 | $191,288.26 | 92.8% |
Dana Moreau COMMON FUND FOR NONPROFIT ORGANIZATIONS | 18,518 | $829,297.88 | $1.26M | $432,889 | 52.2% |
James D. Ackerman Ackerman Asset Management LLC | 6,801 | $286,892 | $455,292.94 | $168,400.94 | 58.7% |