| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 5,997 | $606,580.87 | $639,100.29 | $32,519.42 | 5.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51 | $5,872.71 | $5,446.03 | -$426.68 | -7.27% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,802 | $401,315.06 | $405,863.5 | $4,548.44 | 1.13% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 11,736 | $1.04M | $1.25M | $214,881.8 | 20.75% |
John Shanley Aspect Partners, LLC | 22 | $1,988.98 | $2,371.49 | $382.51 | 19.23% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 521 | $45,709.26 | $55,246.84 | $9,537.58 | 20.87% |
Driton Bilali Ilex Capital Partners (UK) LLP | 75,626 | $8.83M | $8.07M | -$757,772.5 | -8.58% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,837 | $212,627.6 | $194,483.19 | -$18,144.41 | -8.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,986 | $229,973.61 | $211,856.55 | -$18,117.06 | -7.88% |
Tony Macafee UniSuper Management Pty Ltd | 36,804 | $3.36M | $3.93M | $573,100.84 | 17.08% |
Thomas Healy PFW Advisors LLC | 10,365 | $982,906.18 | $1.11M | $123,557.57 | 12.57% |
Alisha Arvold Christopher J. Hasenberg, Inc | 137 | $11,250.42 | $14,504.19 | $3,253.77 | 28.92% |
Norden Group LLC NORDEN GROUP LLC | 8,780 | $814,626.38 | $939,021 | $124,394.62 | 15.27% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 7,452 | $798,892.93 | $795,501 | -$3,391.93 | -0.42% |
John M Roach Waterway Wealth Management, LLC | 4,277 | $451,425.96 | $454,730.64 | $3,304.68 | 0.73% |
| BF Brian Falahee Delta Global Management LP | 20,199 | $2.13M | $2.16M | $26,056.79 | 1.22% |
Denise Reinert CGC Financial Services, LLC | 120 | $10,589 | $12,810 | $2,221 | 20.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,522 | $2M | $2.07M | $71,734.02 | 3.59% |
Peter David N Soliman Second Line Capital, LLC | 2,191 | $208,243.17 | $231,961.17 | $23,718 | 11.39% |
Mathieu Cornu Pictet Asset Management Holding SA | 476,669 | $46.41M | $50.55M | $4.13M | 8.91% |