| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 8,757 | $565,788 | $725,692.59 | $159,904.59 | 28.26% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 154 | $8,948.83 | $12,770.83 | $3,822 | 42.71% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 4,321 | $279,180 | $358,081.27 | $78,901.27 | 28.26% |
Lison Couture iA Global Asset Management Inc. | 64,935 | $5.26M | $5.38M | $122,639.96 | 2.33% |
Andrew Brady Brady Family Wealth LLC | 3,200 | $225,184 | $262,512 | $37,328 | 16.58% |
Dana Isaacs ClearAlpha Technologies LP | 8,189 | $529,091 | $678,622.43 | $149,531.43 | 28.26% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 91,185 | $5.84M | $7.56M | $1.73M | 29.57% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 158 | $11,772.56 | $12,974.96 | $1,202.4 | 10.21% |
Gregory Bosch Strategies Wealth Advisors, LLC | 4,682 | $302,513 | $388,266.55 | $85,753.55 | 28.35% |
Alexandra Stickelman Root Financial Partners, LLC | 656 | $42,242.5 | $53,870.72 | $11,628.22 | 27.53% |
Courtney Holt Compound Planning, Inc. | 28,687 | $1.85M | $2.36M | $503,093.85 | 27.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,238 | $110,856.91 | $101,664.56 | -$9,192.35 | -8.29% |
Scott Kapusta First County Bank /CT/ | 23,815 | $1.15M | $1.96M | $802,803.55 | 69.63% |
Ian Wang Plato Investment Management Ltd | 1,578 | $110,637.14 | $129,585.36 | $18,948.22 | 17.13% |
Chad Tobin Slagle Financial, LLC | 75,278 | $5.23M | $6.18M | $955,323.02 | 18.28% |
John Shanley Aspect Partners, LLC | 174 | $13,982.05 | $15,009.24 | $1,027.19 | 7.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,923 | $250,267.82 | $323,333.66 | $73,065.84 | 29.2% |
Tony Macafee UniSuper Management Pty Ltd | 104,567 | $8.52M | $8.61M | $96,578.44 | 1.13% |
Norden Group LLC NORDEN GROUP LLC | 5,790 | $400,455.38 | $477,211.8 | $76,756.42 | 19.17% |
Robert Green LECAP ASSET MANAGEMENT LTD | 8,335 | $549,406.42 | $686,970.7 | $137,564.28 | 25.04% |