| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LK Lenny Kisin Applied Capital LLC/FL | 9,577 | $753,744.47 | $836,742.49 | $82,998.02 | 11.01% |
Kevin Kroskey True Wealth Design LLC | 365 | $26,414.63 | $33,328.15 | $6,913.52 | 26.17% |
Jill Batley Gateway Wealth Partners LLC | 4,428 | $314,702 | $400,645.44 | $85,943.44 | 27.31% |
| PIL PFG Investments LLC PFG Investments LLC | 6,413 | $546,937.03 | $577,041.74 | $30,104.71 | 5.5% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 8,537 | $608,917.88 | $771,061.84 | $162,143.96 | 26.63% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 127 | $9,025.53 | $11,427.46 | $2,401.93 | 26.61% |
Alexandra Stickelman Root Financial Partners, LLC | 520 | $38,257.02 | $46,789.6 | $8,532.58 | 22.3% |
John Shanley Aspect Partners, LLC | 24 | $1,784 | $2,191.44 | $407.44 | 22.84% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $281.13 | $269.79 | -$11.34 | -4.03% |
Tony Macafee UniSuper Management Pty Ltd | 22,435 | $1.89M | $2.02M | $127,760.35 | 6.76% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,383 | $234,552.54 | $295,572.71 | $61,020.17 | 26.02% |
Denise Reinert CGC Financial Services, LLC | 33 | $3,634.19 | $2,979.07 | -$655.12 | -18.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,722 | $790,657.25 | $966,802.74 | $176,145.49 | 22.28% |
Mathieu Cornu Pictet Asset Management Holding SA | 36,785 | $3.28M | $3.32M | $30,402.38 | 0.93% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 31 | $2,548.67 | $2,713.74 | $165.07 | 6.48% |
Jae Cho Marex Group plc | 3,499 | $259,738.12 | $315,329.88 | $55,591.76 | 21.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 37,012 | $2.63M | $3.35M | $715,071.56 | 27.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,682 | $132,526.46 | $152,019.16 | $19,492.7 | 14.71% |
Syon Capital LLC SYON CAPITAL LLC | 6,706 | $486,110.6 | $606,088.28 | $119,977.68 | 24.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 813 | $57,627.04 | $73,401.7 | $15,774.66 | 27.37% |