| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 11,090 | $239,135.4 | $303,976.9 | $64,841.5 | 27.11% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 13,085 | $346,752.57 | $356,566.25 | $9,813.68 | 2.83% |
Lison Couture iA Global Asset Management Inc. | 163,074 | $4.66M | $4.44M | -$216,393.51 | -4.64% |
Andrew Brady Brady Family Wealth LLC | 7,939 | $215,146.8 | $216,774.39 | $1,627.59 | 0.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 464 | $14,013 | $12,671.84 | -$1,341.16 | -9.57% |
Scott Boyce Decker Retirement Planning Inc. | 259 | $6,092 | $7,081.06 | $989.06 | 16.24% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 164 | $4,578.49 | $4,485.4 | -$93.09 | -2.03% |
Alexandra Stickelman Root Financial Partners, LLC | 9,638 | $256,552.22 | $263,600.26 | $7,048.04 | 2.75% |
Jorge Paganin Abacus Wealth Partners, LLC | 10,821 | $293,119.65 | $296,495.4 | $3,375.75 | 1.15% |
Courtney Holt Compound Planning, Inc. | 33,421 | $674,398.71 | $913,061.72 | $238,663.01 | 35.39% |
Katherine Stoner Empower Advisory Group, LLC | 24,685 | $745,487 | $674,147.35 | -$71,339.65 | -9.57% |
Nemes Rush Group LLC Nemes Rush Group LLC | 189 | $5,122 | $5,151.19 | $29.19 | 0.57% |
Ian Wang Plato Investment Management Ltd | 23,648 | $618,695.62 | $646,063.36 | $27,367.74 | 4.42% |
John Shanley Aspect Partners, LLC | 29 | $764.67 | $794.02 | $29.35 | 3.84% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,615 | $744,153.55 | $755,960.62 | $11,807.07 | 1.59% |
Bradley H. Owens LJI Wealth Management, LLC | 25,940 | $519,837.95 | $723,466.6 | $203,628.65 | 39.17% |
Norden Group LLC NORDEN GROUP LLC | 9,183 | $243,273.04 | $251,155.05 | $7,882.01 | 3.24% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 66,591 | $1.75M | $1.82M | $62,637.28 | 3.57% |
Peter Sigismondi Ramirez Asset Management, Inc. | 14,411 | $247,869.2 | $393,924.68 | $146,055.48 | 58.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,875 | $972,391.51 | $1.06M | $89,284.74 | 9.18% |