| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 10,590 | $353,733.03 | $354,023.7 | $290.67 | 0.08% |
Staci Compagno Portside Wealth Group, LLC | 7,413 | $248,481.71 | $247,223.55 | -$1,258.16 | -0.51% |
Courtney Holt Compound Planning, Inc. | 59,753 | $1.3M | $1.97M | $664,578.09 | 51.08% |
Katherine Stoner Empower Advisory Group, LLC | 2.88M | $54M | $96.08M | $42.07M | 77.91% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 18,777 | $449,441.65 | $627,715.11 | $178,273.46 | 39.67% |
Nemes Rush Group LLC Nemes Rush Group LLC | 380 | $12,087.7 | $12,484.9 | $397.2 | 3.29% |
John Shanley Aspect Partners, LLC | 187 | $3,620.96 | $6,185.96 | $2,565 | 70.84% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 237 | $4,081.15 | $7,778.34 | $3,697.19 | 90.59% |
Andrew Wiener Samjo Management, LLC | 189,170 | $3.99M | $6.2M | $2.21M | 55.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,824 | $363,368.39 | $421,845.48 | $58,477.09 | 16.09% |
Jeremy Sorci Premier Financial Group | 400 | $12,788 | $13,372 | $584 | 4.57% |
Annmarie Young KPP Advisory Services LLC | 13,326 | $275,361.48 | $444,422.1 | $169,060.62 | 61.4% |
Tony Macafee UniSuper Management Pty Ltd | 216,073 | $6.34M | $7.21M | $862,255.4 | 13.59% |
Thomas Dobbins New Republic Capital, LLC | 78,141 | $2.47M | $2.61M | $136,520.73 | 5.53% |
Norden Group LLC NORDEN GROUP LLC | 32,001 | $803,610.9 | $1.04M | $240,901.74 | 29.98% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 54,243 | $1.63M | $1.81M | $180,988.68 | 11.12% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 18,030 | $325,982.21 | $591,924.9 | $265,942.69 | 81.58% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,272 | $21,090 | $42,421.2 | $21,331.2 | 101.14% |
| AA Andrew Alkon EntryPoint Capital, LLC | 8,797 | $294,963.51 | $288,717.54 | -$6,245.97 | -2.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 115,799 | $3.32M | $3.8M | $482,542.98 | 14.54% |