| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 4,905 | $424,862.33 | $595,123.65 | $170,261.32 | 40.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 28 | $2,933.71 | $3,509.52 | $575.81 | 19.63% |
John Shanley Aspect Partners, LLC | 35 | $1,655.4 | $4,246.55 | $2,591.15 | 156.53% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4 | $220 | $485.32 | $265.32 | 120.6% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,288 | $322,750.04 | $398,933.04 | $76,183 | 23.6% |
Tony Macafee UniSuper Management Pty Ltd | 29,531 | $1.64M | $3.7M | $2.06M | 125.66% |
Robert Green LECAP ASSET MANAGEMENT LTD | 3,894 | $314,492.66 | $472,459.02 | $157,966.36 | 50.23% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 5,846 | $664,076.16 | $709,295.18 | $45,219.02 | 6.81% |
| AA Andrew Alkon EntryPoint Capital, LLC | 5,468 | $743,593 | $684,156.16 | -$59,436.84 | -7.99% |
Denise Reinert CGC Financial Services, LLC | 14 | $768 | $1,698.62 | $930.62 | 121.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,346 | $667,699.24 | $891,290.18 | $223,590.94 | 33.49% |
Mathieu Cornu Pictet Asset Management Holding SA | 43,690 | $2.8M | $5.3M | $2.5M | 89.36% |
Marilou Davido WFA Asset Management Corp | 30 | $1,390.81 | $3,639.9 | $2,249.09 | 161.71% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 69 | $4,129.19 | $8,371.77 | $4,242.58 | 102.75% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 87,853 | $7.22M | $10.66M | $3.44M | 47.63% |
Jae Cho Marex Group plc | 3,189 | $293,611.24 | $399,709.26 | $106,098.02 | 36.14% |
NICOLE MARTIN Arlington Trust Co LLC | 14 | $1,289 | $1,698.62 | $409.62 | 31.78% |
Chris Kleine Park Capital Management, LLC / WI | 2,363 | $228,106.6 | $286,702.79 | $58,596.19 | 25.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 102,072 | $8.09M | $12.38M | $4.29M | 53.08% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 7,516 | $759,092.84 | $911,916.28 | $152,823.44 | 20.13% |