| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Holmes Objectivity Squared, LLC | 9,715 | $557,130.42 | $756,701.35 | $199,570.93 | 35.82% |
Dana Zucker Gray Foundation | 205,000 | $11.75M | $15.97M | $4.22M | 35.93% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,123 | $353,195.03 | $399,030.47 | $45,835.44 | 12.98% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 75 | $5,133 | $5,841.75 | $708.75 | 13.81% |
Nicholas Jeffries M3 Advisory Group, LLC | 4,052 | $246,227.34 | $315,610.28 | $69,382.94 | 28.18% |
| JEN Jay Eliot Newby Hancock Prospecting Pty Ltd | 21,793 | $1.23M | $1.7M | $471,382.77 | 38.45% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,593 | $109,034 | $124,078.77 | $15,044.77 | 13.8% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,215 | $117,350.7 | $172,526.35 | $55,175.65 | 47.02% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 222 | $15,191 | $17,291.58 | $2,100.58 | 13.83% |
Samantha Cox Capital Investment Counsel, LLC | 3,279 | $280,879 | $255,401.31 | -$25,477.69 | -9.07% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 6,478 | $409,830.04 | $504,571.42 | $94,741.38 | 23.12% |
Teresa Coleman Creekside Partners | 7,114 | $392,042.27 | $554,109.46 | $162,067.19 | 41.34% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 188 | $10,551 | $14,643.32 | $4,092.32 | 38.79% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 3,504 | $300,158 | $272,926.56 | -$27,231.44 | -9.07% |
Bradley Wilson Crews Bank & Trust | 529 | $33,966.24 | $41,203.81 | $7,237.57 | 21.31% |
| MK Matthew Klein Matauro LLC | 4,128 | $232,355.76 | $321,529.92 | $89,174.16 | 38.38% |
| DN Daniel Newman Noble Wealth Management PBC | 4,688 | $351,774.04 | $365,148.32 | $13,374.28 | 3.8% |
| PR Philippe Reitzer Banque Transatlantique SA | 1,534 | $84,567.56 | $119,483.26 | $34,915.7 | 41.29% |
| RFL Rossby Financial LLC Rossby Financial LLC | 302 | $20,032 | $23,522.78 | $3,490.78 | 17.43% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 64 | $3,601 | $4,984.96 | $1,383.96 | 38.43% |