| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 5,000 | $282,090.55 | $305,700 | $23,609.45 | 8.37% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 4,029 | $224,647.87 | $245,466.82 | $20,818.95 | 9.27% |
Mathieu Cornu Pictet Asset Management Holding SA | 396,171 | $13.51M | $23.64M | $10.12M | 74.92% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,506 | $348,819.75 | $327,166.52 | -$21,653.23 | -6.21% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 22,946 | $770,283.61 | $1.37M | $600,739.89 | 77.99% |
| KS Kristi Shields ROGCO, LP | 1,000 | $38,935 | $60,990 | $22,055 | 56.65% |
Syon Capital LLC SYON CAPITAL LLC | 10,551 | $545,939.2 | $626,940.42 | $81,001.22 | 14.84% |
Kevin Bresler TD Waterhouse Canada Inc. | 10.62M | $560.2M | $633.69M | $73.49M | 13.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,958 | $343,733.2 | $355,513.86 | $11,780.66 | 3.43% |
Robert Shea NEOS Investment Management LLC | 776,001 | $49.57M | $47.32M | -$2.25M | -4.54% |
James Rankin Modern Wealth Management, LLC | 3,198 | $211,984 | $190,632.78 | -$21,351.22 | -10.07% |
Benj Foor Frazier Financial Advisors, LLC | 356 | $14,189.12 | $21,712.44 | $7,523.32 | 53.02% |
Amir Har-El Savvy Advisors, Inc. | 3,048 | $202,061 | $181,234.08 | -$20,826.92 | -10.31% |
Ann Keitner Quantum Portfolio Management LLC | 2,992 | $198,340 | $182,167.92 | -$16,172.08 | -8.15% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 511 | $18,369.8 | $30,317.63 | $11,947.83 | 65.04% |
Jonathon Gold Gold Investment Management Ltd. | 9,829 | $367,095.8 | $600,158.74 | $233,062.94 | 63.49% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 23,465 | $1.24M | $1.4M | $161,051.55 | 13% |
Curtis Burkholder Bare Financial Services, Inc | 257 | $16,360.29 | $15,335.19 | -$1,025.1 | -6.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 251 | $15,712.93 | $14,870.49 | -$842.44 | -5.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,203 | $121,777.11 | $134,691.42 | $12,914.31 | 10.6% |