| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel de la Torre Canada Post Corp Registered Pension Plan | 7,005 | $509,330.89 | $519,070.5 | $9,739.61 | 1.91% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,053 | $284,196 | $302,617.24 | $18,421.24 | 6.48% |
Denise Reinert CGC Financial Services, LLC | 421 | $19,848.89 | $31,172.94 | $11,324.05 | 57.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,880 | $1.53M | $1.69M | $159,499.97 | 10.43% |
Mathieu Cornu Pictet Asset Management Holding SA | 144,394 | $7.87M | $10.68M | $2.81M | 35.67% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 56 | $2,775.91 | $4,160.8 | $1,384.89 | 49.89% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 43,570 | $3.17M | $3.24M | $76,638.11 | 2.42% |
Kristy DeJarnette Financial Security Advisor, Inc. | 4,748 | $203,248.94 | $352,064.2 | $148,815.26 | 73.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,467 | $415,209.97 | $702,451.4 | $287,241.43 | 69.18% |
Daniel Dorval DORVAL Corp | 8,065 | $381,915.51 | $599,431.12 | $217,515.61 | 56.95% |
Syon Capital LLC SYON CAPITAL LLC | 5,944 | $432,362.58 | $443,630.44 | $11,267.86 | 2.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,680 | $1.15M | $1.31M | $154,460.59 | 13.39% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 274,206 | $15.59M | $20.28M | $4.69M | 30.09% |
| AK Alisha Kamadia United Community Bank | 9 | $690 | $667.17 | -$22.83 | -3.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,709 | $1.39M | $1.46M | $70,989.27 | 5.12% |
Robert Shea NEOS Investment Management LLC | 49,818 | $3.66M | $3.7M | $39,245.98 | 1.07% |
David Vollmer PFS Partners, LLC | 746 | $28,581.75 | $55,338.28 | $26,756.53 | 93.61% |
Benj Foor Frazier Financial Advisors, LLC | 337 | $15,888.54 | $24,998.66 | $9,110.12 | 57.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 123 | $8,674.84 | $9,183.79 | $508.95 | 5.87% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,290 | $830,255.11 | $837,040.6 | $6,785.49 | 0.82% |