| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 15,615 | $564,013.8 | $1.05M | $482,035.05 | 85.47% |
| YA Yinka Akinsola Blue Trust Inc. | 150 | $6,327 | $10,098 | $3,771 | 59.6% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,750 | $204,750 | $247,537.5 | $42,787.5 | 20.9% |
Matthew Heller Willner & Heller LLC | 4,267 | $250,899.6 | $279,296.48 | $28,396.88 | 11.32% |
| THL Team Hewins LLC Team Hewins LLC | 8,220 | $357,981 | $554,439 | $196,458 | 54.88% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 31,670 | $1.45M | $2.13M | $683,492.15 | 47.19% |
Alexandra Stickelman Root Financial Partners, LLC | 9 | $600 | $593.64 | -$6.36 | -1.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,189 | $49,807.65 | $80,043.48 | $30,235.83 | 60.71% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,113 | $613,462.15 | $677,469.87 | $64,007.72 | 10.43% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,893 | $206,128 | $396,687.29 | $190,559.29 | 92.45% |
Dana Moreau COMMON FUND FOR NONPROFIT ORGANIZATIONS | 18,518 | $829,297.88 | $1.22M | $395,112.28 | 47.64% |
James D. Ackerman Ackerman Asset Management LLC | 6,801 | $286,892 | $449,682.12 | $162,790.12 | 56.74% |