| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,800 | $575,716.01 | $1.09M | $511,195.99 | 88.79% |
Kure Advisory LLC Kure Advisory, LLC | 2,963 | $418,203.45 | $473,605.92 | $55,402.47 | 13.25% |
Nancy Smetek Arcataur Capital Management LLC | 1,499 | $217,699 | $239,600.16 | $21,901.16 | 10.06% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,766 | $893,474.01 | $921,637.44 | $28,163.43 | 3.15% |
Annmarie Young KPP Advisory Services LLC | 2,225 | $183,687.96 | $355,644 | $171,956.04 | 93.61% |
Tony Macafee UniSuper Management Pty Ltd | 43,725 | $4.79M | $6.99M | $2.2M | 46.02% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,221 | $108,286.83 | $195,164.64 | $86,877.81 | 80.23% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2,099 | $191,859.09 | $335,504.16 | $143,645.07 | 74.87% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,641 | $402,008 | $422,137.44 | $20,129.44 | 5.01% |
Norden Group LLC NORDEN GROUP LLC | 5,558 | $800,236.16 | $888,390.72 | $88,154.56 | 11.02% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 12,750 | $1.98M | $2.04M | $57,859.38 | 2.92% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 2,833 | $281,566.09 | $452,826.72 | $171,260.63 | 60.82% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 1,796 | $245,550.27 | $287,072.64 | $41,522.37 | 16.91% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,767 | $401,851 | $442,277.28 | $40,426.28 | 10.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,370 | $3.5M | $3.74M | $238,224.45 | 6.81% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 3,570 | $357,963.9 | $570,628.8 | $212,664.9 | 59.41% |
David Skalicky INSPIRE TRUST CO, N.A. | 46,000 | $5.59M | $7.35M | $1.76M | 31.49% |
Mathieu Cornu Pictet Asset Management Holding SA | 294,793 | $26.03M | $47.12M | $21.09M | 81.02% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 43 | $4,691.73 | $6,873.12 | $2,181.39 | 46.49% |
Kevin Orr Centennial Bank/AR/ | 245 | $24,390.73 | $39,160.8 | $14,770.07 | 60.56% |