| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DD Damir Durkovic Entropy Technologies, LP | 9,844 | $863,417 | $1.02M | $159,866.8 | 18.52% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 438 | $38,917.8 | $45,951.15 | $7,033.35 | 18.07% |
Staci Compagno Portside Wealth Group, LLC | 11,403 | $860,910.14 | $1.2M | $339,483.67 | 39.43% |
Courtney Holt Compound Planning, Inc. | 2,505 | $212,028.26 | $262,098.15 | $50,069.89 | 23.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 34 | $2,789 | $3,547.05 | $758.05 | 27.18% |
Shawn Scholz Impact Partnership Wealth, LLC | 9,851 | $812,034.29 | $1.04M | $224,980.48 | 27.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,585 | $136,921.47 | $166,852.95 | $29,931.48 | 21.86% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,018 | $962,505.76 | $1.58M | $618,439.1 | 64.25% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 28 | $1,798.46 | $2,938.32 | $1,139.86 | 63.38% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,450 | $385,550.23 | $465,447.75 | $79,897.52 | 20.72% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 4,470 | $383,934.56 | $470,556.9 | $86,622.34 | 22.56% |
NICOLE MARTIN Arlington Trust Co LLC | 248 | $15,760 | $25,598.56 | $9,838.56 | 62.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 20,242 | $1.75M | $2.13M | $377,905.31 | 21.6% |
Syon Capital LLC SYON CAPITAL LLC | 4,729 | $410,241.32 | $492,501.7 | $82,260.38 | 20.05% |
Kevin Bresler TD Waterhouse Canada Inc. | 62,601 | $4.99M | $6.59M | $1.6M | 31.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,825 | $445,623.22 | $613,197.75 | $167,574.53 | 37.6% |
Benj Foor Frazier Financial Advisors, LLC | 157 | $9,978 | $16,527.39 | $6,549.39 | 65.64% |
Angela Kelley HTLF Bank | 2,600 | $214,448 | $274,326 | $59,878 | 27.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 42 | $3,684 | $4,351.62 | $667.62 | 18.12% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 75 | $4,806 | $7,895.25 | $3,089.25 | 64.28% |