| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 1,365 | $201,883 | $237,789.82 | $35,906.82 | 17.79% |
Bert D. Barre Colonial Trust Co. / SC | 350 | $43,669.5 | $61,496.75 | $17,827.25 | 40.82% |
Daniel Guy Ethos Financial Group LLC | 2,042 | $275,261.94 | $358,881.5 | $83,619.56 | 30.38% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,014 | $138,322.12 | $178,093.89 | $39,771.77 | 28.75% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,861 | $855,156 | $853,032.58 | -$2,123.42 | -0.25% |
Lars Phillips RAM Investment Partners, LLC | 1,298 | $228,417 | $226,546.43 | -$1,870.57 | -0.82% |
Thomas Dobbins New Republic Capital, LLC | 180 | $25,412.7 | $31,416.3 | $6,003.6 | 23.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,671 | $257,048.77 | $290,687.16 | $33,638.39 | 13.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $140.01 | $174.81 | $34.8 | 24.86% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,088 | $895,022 | $890,450.88 | -$4,571.12 | -0.51% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,452 | $203,618.13 | $254,114.52 | $50,496.39 | 24.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 206 | $36,240 | $36,010.86 | -$229.14 | -0.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,050 | $474,327.84 | $531,493 | $57,165.16 | 12.05% |
Matthew Stead Sachetta, LLC | 511 | $76,729.01 | $90,850.69 | $14,121.68 | 18.4% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,427 | $219,693.29 | $248,669.02 | $28,975.73 | 13.19% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 490 | $67,699 | $85,424.15 | $17,725.15 | 26.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,015 | $419,695.94 | $525,695.4 | $105,999.46 | 25.26% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 3 | $424.83 | $522.78 | $97.95 | 23.06% |
Michael Koch Counterweight Ventures, LLC | 11,829 | $1.94M | $2.06M | $125,234.9 | 6.47% |
Nitin Kumbhani Accent Capital Management, LLC | 2,414 | $424,670.88 | $420,820.55 | -$3,850.33 | -0.91% |