| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Lewis Genesis Private Wealth LLC | 911 | $207,123.59 | $271,277.58 | $64,153.99 | 30.97% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,205 | $443,278.76 | $656,604.9 | $213,326.14 | 48.12% |
Paul B. Ordonio Park Place Capital Corp. | 36 | $8,019.86 | $11,113.92 | $3,094.06 | 38.58% |
Kevin Kroskey True Wealth Design LLC | 96 | $24,417.59 | $28,586.88 | $4,169.29 | 17.07% |
Lison Couture iA Global Asset Management Inc. | 3,345 | $918,292.68 | $996,074.1 | $77,781.42 | 8.47% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 150 | $44,886.84 | $44,667 | -$219.84 | -0.49% |
Staci Compagno Portside Wealth Group, LLC | 806 | $243,162 | $240,010.68 | -$3,151.32 | -1.3% |
Courtney Holt Compound Planning, Inc. | 1,055 | $227,833.44 | $314,157.9 | $86,324.46 | 37.89% |
Ian Wang Plato Investment Management Ltd | 19 | $4,057.98 | $5,891.9 | $1,833.92 | 45.19% |
John Shanley Aspect Partners, LLC | 31 | $9,154.29 | $9,231.18 | $76.89 | 0.84% |
Tony Macafee UniSuper Management Pty Ltd | 4,937 | $1.11M | $1.52M | $418,404.85 | 37.84% |
Alisha Arvold Christopher J. Hasenberg, Inc | 168 | $46,122.34 | $50,027.04 | $3,904.7 | 8.47% |
Norden Group LLC NORDEN GROUP LLC | 1,331 | $316,878.45 | $396,345.18 | $79,466.73 | 25.08% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,180 | $260,253.31 | $351,380.4 | $91,127.09 | 35.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 819 | $185,867.82 | $243,881.82 | $58,014 | 31.21% |
Mathieu Cornu Pictet Asset Management Holding SA | 27,959 | $6.25M | $8.33M | $2.08M | 33.23% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 9 | $2,189.2 | $2,680.02 | $490.82 | 22.42% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,689 | $874,184.53 | $1.1M | $224,325.89 | 25.66% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,718 | $429,190.69 | $511,586.04 | $82,395.35 | 19.2% |
Syon Capital LLC SYON CAPITAL LLC | 1,923 | $486,474.52 | $593,668.56 | $107,194.04 | 22.03% |