| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 17 | $567.97 | $645.32 | $77.35 | 13.62% |
Bobby Adusumilli SJS Investment Consulting Inc. | 462 | $19,163.76 | $17,537.52 | -$1,626.24 | -8.49% |
Ashish Sharma DGS Capital Management LLC | 9,117 | $324,291.69 | $347,904.72 | $23,613.03 | 7.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 73,001 | $2.8M | $2.77M | -$28,092.72 | -1% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 14,471 | $545,701.41 | $549,319.16 | $3,617.75 | 0.66% |
| TG Terence Gray Vert Asset Management LLC | 63,606 | $2.32M | $2.43M | $111,879 | 4.83% |
Barry Oliver Capital Performance Advisors LLP | 42,705 | $1.6M | $1.63M | $29,893.5 | 1.87% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 310 | $11,612.6 | $11,862.15 | $249.55 | 2.15% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 18,827 | $668,914.52 | $718,344.18 | $49,429.66 | 7.39% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,268 | $355,673.16 | $392,237.6 | $36,564.44 | 10.28% |
Ana-Maria Ignat Covestor Ltd | 167 | $5,940.19 | $6,339.32 | $399.13 | 6.72% |
Jeremy Baltz Raleigh Capital Management Inc. | 9,368 | $322,740.24 | $357,494.12 | $34,753.88 | 10.77% |
William Jollie Quent Capital LLC | 2,165 | $81,014.3 | $82,183.4 | $1,169.1 | 1.44% |
Jaimie Palmer Beacon Capital Management LLC | 7,590 | $260,882.15 | $290,277.27 | $29,395.12 | 11.27% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 22,347 | $831,196.57 | $850,638.55 | $19,441.98 | 2.34% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 55,426 | $1.98M | $2.12M | $140,560.46 | 7.1% |
Mariana Coli Dunhill Financial LLC | 6 | $205.71 | $227.76 | $22.05 | 10.72% |
Drew Phillips Fortitude Family Office LLC | 30 | $1,120 | $1,138.8 | $18.8 | 1.68% |
Victoria Latham Fiduciary Alliance LLC | 13,728 | $445,752.92 | $523,876.95 | $78,124.03 | 17.53% |
Loni Adams Daymark Wealth Partners LLC | 4,994 | $207,850 | $190,920.62 | -$16,929.38 | -8.14% |