| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maseco LLP Maseco LLP | 1,336 | $983,096 | $957,865.24 | -$25,230.76 | -2.57% |
Chris Ryan Ryan Investment Management Inc. | 27,684 | $20.39M | $19.65M | -$737,502.16 | -3.62% |
James V. Thompson Jr. Bulwark Capital Corp | 4,192 | $2.45M | $3.05M | $605,486.68 | 24.76% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 780 | $469,313.77 | $566,498.4 | $97,184.63 | 20.71% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 989 | $546,421.8 | $707,332.8 | $160,911 | 29.45% |
Jon Lewis Midwest Trust Co | 25,741 | $15.33M | $18.35M | $3.02M | 19.7% |
Claire Prince 180 GPS Investments IC Ltd. | 26,038 | $19.17M | $18.49M | -$680,633.12 | -3.55% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 6,587 | $3.74M | $4.73M | $984,221.48 | 26.3% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 413 | $183,376 | $295,489.11 | $112,113.11 | 61.14% |
Scott Letson Letson Investment Management Inc. | 652 | $276,551.86 | $474,558.2 | $198,006.34 | 71.6% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 1,186 | $486,771.37 | $859,802.56 | $373,031.19 | 76.63% |
Jordan Grabowski Alpha Zero LLC | 26,267 | $14.03M | $19.12M | $5.09M | 36.24% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 4,233 | $2.34M | $3.03M | $696,413.55 | 29.82% |
Lauren Sterling NerdWallet Wealth Partners LLC | 930 | $575,049.62 | $673,924.5 | $98,874.88 | 17.19% |
Erik Bonnett Tripletail Wealth Management LLC | 325 | $188,437.25 | $233,190.75 | $44,753.5 | 23.75% |
Molly Wheeler Burk Holdings LLC | 292 | $177,496.62 | $208,226.66 | $30,730.04 | 17.31% |
Adam Scott Argyle Capital Partners LLC | 288 | $212,032 | $208,238.4 | -$3,793.6 | -1.79% |
Boreal Capital Management LLC Boreal Capital Management LLC | 7,078 | $4.36M | $5.05M | $687,709.86 | 15.78% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 495 | $291,159.79 | $354,108.15 | $62,948.36 | 21.62% |
Caldwell Trust Co Caldwell Trust Co | 19,128 | $5.33M | $13.59M | $8.26M | 154.88% |