| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 14,664 | $730,561 | $691,334.28 | -$39,226.72 | -5.37% |
Chad Tobin Slagle Financial, LLC | 78,297 | $3.9M | $3.7M | -$203,979.15 | -5.23% |
John Shanley Aspect Partners, LLC | 389 | $15,988.82 | $18,432.76 | $2,443.94 | 15.29% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 29,046 | $1.28M | $1.35M | $73,069.02 | 5.71% |
Thomas Healy PFW Advisors LLC | 4,975 | $194,186.88 | $231,685.75 | $37,498.87 | 19.31% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 70,187 | $3.22M | $3.35M | $128,310.36 | 3.98% |
John Hayes LongView Wealth Management | 5,191 | $204,344.12 | $245,845.76 | $41,501.64 | 20.31% |
Norden Group LLC NORDEN GROUP LLC | 9,651 | $435,389.84 | $456,202.77 | $20,812.93 | 4.78% |
Robert Green LECAP ASSET MANAGEMENT LTD | 22,042 | $1.1M | $1.04M | -$61,276.32 | -5.58% |
Elliot Kallen Prosperity Wealth Management, Inc. | 14,032 | $603,818.76 | $661,468.48 | $57,649.72 | 9.55% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 72,161 | $3.34M | $3.4M | $57,287.2 | 1.72% |
| AA Andrew Alkon EntryPoint Capital, LLC | 10,318 | $471,738.88 | $488,608.89 | $16,870.01 | 3.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 111,726 | $5.13M | $5.09M | -$39,948.54 | -0.78% |
David Skalicky INSPIRE TRUST CO, N.A. | 130,000 | $5.34M | $6.03M | $689,347.56 | 12.91% |
Mathieu Cornu Pictet Asset Management Holding SA | 744,361 | $27.64M | $34.66M | $7.03M | 25.42% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 5,539 | $254,628 | $258,505.13 | $3,877.13 | 1.52% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 135 | $5,663.42 | $6,272.77 | $609.35 | 10.76% |
Kevin Orr Centennial Bank/AR/ | 161 | $6,625.12 | $7,585.51 | $960.39 | 14.5% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 164,849 | $6.83M | $7.69M | $860,793.51 | 12.61% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 67,704 | $3.1M | $3.19M | $94,446.96 | 3.05% |