| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Buboltz Moran Wealth Management LLC | 148,626 | $15.2M | $19.57M | $4.37M | 28.73% |
Paul B. Ordonio Park Place Capital Corp. | 376 | $41,792.78 | $48,947.68 | $7,154.9 | 17.12% |
David D. Jones Applied Finance Capital Management LLC | 3,560 | $404,062.45 | $450,233.2 | $46,170.75 | 11.43% |
Kevin Kroskey True Wealth Design LLC | 302 | $38,463.74 | $38,193.94 | -$269.8 | -0.7% |
Jill Batley Gateway Wealth Partners LLC | 1,714 | $201,617 | $216,769.58 | $15,152.58 | 7.52% |
Beth Zilka Baron Wealth Management LLC | 2,522 | $296,627.39 | $318,957.34 | $22,329.95 | 7.53% |
Lison Couture iA Global Asset Management Inc. | 283,780 | $38.94M | $35.89M | -$3.05M | -7.83% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 1,484 | $203,682 | $187,681.48 | -$16,000.52 | -7.86% |
| DD Damir Durkovic Entropy Technologies, LP | 37,406 | $5.13M | $4.83M | -$301,118.04 | -5.87% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 41 | $5,234.61 | $5,185.27 | -$49.34 | -0.94% |
Staci Compagno Portside Wealth Group, LLC | 2,876 | $313,149.73 | $363,727.72 | $50,577.99 | 16.15% |
Courtney Holt Compound Planning, Inc. | 6,395 | $732,749.33 | $808,775.65 | $76,026.32 | 10.38% |
Nemes Rush Group LLC Nemes Rush Group LLC | 40 | $4,690 | $5,207.2 | $517.2 | 11.03% |
Ian Wang Plato Investment Management Ltd | 2,991 | $360,774.42 | $397,473.99 | $36,699.57 | 10.17% |
John Shanley Aspect Partners, LLC | 87 | $9,440.98 | $11,002.89 | $1,561.91 | 16.54% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $8,224 | $10,117.6 | $1,893.6 | 23.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,649 | $482,262.98 | $461,489.03 | -$20,773.95 | -4.31% |
Tony Macafee UniSuper Management Pty Ltd | 17,680 | $1.93M | $2.3M | $371,402.37 | 19.24% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 8,121 | $838,249.9 | $1.03M | $188,812.97 | 22.52% |
Andrew Halac Talon Private Wealth, LLC | 5,156 | $602,684.99 | $652,079.32 | $49,394.33 | 8.2% |