| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 250 | $2,868 | $7,970 | $5,102 | 177.89% |
Kevin Kroskey True Wealth Design LLC | 72 | $2,091.56 | $2,409.84 | $318.28 | 15.22% |
Courtney Holt Compound Planning, Inc. | 8,687 | $127,823.51 | $288,929.62 | $161,106.11 | 126.04% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 53,783 | $1.53M | $1.81M | $273,486.71 | 17.83% |
Elliot Kallen Prosperity Wealth Management, Inc. | 20,691 | $275,315.35 | $672,871.32 | $397,555.97 | 144.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,427 | $268,862.13 | $323,534.64 | $54,672.51 | 20.33% |
Mathieu Cornu Pictet Asset Management Holding SA | 36,946 | $405,113.6 | $1.24M | $831,469.02 | 205.24% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $316.39 | $542.13 | $225.74 | 71.35% |
Jae Cho Marex Group plc | 177,107 | $2.55M | $5.95M | $3.4M | 133.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 11,443 | $164,321.57 | $364,917.27 | $200,595.7 | 122.08% |
Taylor Wagner Valued Wealth Advisors LLC | 252 | $7,188 | $8,035.02 | $847.02 | 11.78% |
Curtis Burkholder Bare Financial Services, Inc | 32 | $528.76 | $1,071.04 | $542.28 | 102.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 8,120 | $205,687.45 | $258,906.2 | $53,218.75 | 25.87% |
Joshua Stipcich Tidemark, LLC | 246 | $4,521.69 | $8,239.77 | $3,718.08 | 82.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 388 | $5,977.48 | $13,316.16 | $7,338.68 | 122.77% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 64,854 | $1.85M | $2.09M | $238,013.26 | 12.87% |
Ashley Meredith Abel Hall, LLC | 9,976 | $284,516 | $335,193.6 | $50,677.6 | 17.81% |
Nitin Kumbhani Accent Capital Management, LLC | 1,029 | $29,347 | $33,519.67 | $4,172.67 | 14.22% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 665 | $11,993.38 | $22,257.55 | $10,264.17 | 85.58% |
DAVID REICHERT Atlatl Advisers LLC | 570 | $16,256 | $18,468 | $2,212 | 13.61% |