| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McGlinn Grey Fox Wealth Advisors LLC | 659 | $169,023.26 | $314,333.11 | $145,309.85 | 85.97% |
Jill Batley Gateway Wealth Partners LLC | 897 | $287,326.02 | $419,114.28 | $131,788.26 | 45.87% |
Courtney Holt Compound Planning, Inc. | 1,796 | $1.12M | $848,448.36 | -$271,547.64 | -24.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,650 | $479,421.22 | $780,804.75 | $301,383.53 | 62.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,731 | $529,548.41 | $835,553.72 | $306,005.31 | 57.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 50 | $8,236.62 | $23,101.5 | $14,864.88 | 180.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,182 | $379,554.33 | $546,119.46 | $166,565.13 | 43.88% |
Joshua Stipcich Tidemark, LLC | 34 | $7,642.82 | $16,123.82 | $8,481 | 110.97% |
| CI CacheTech Inc. CacheTech Inc. | 17,713 | $4.25M | $8.45M | $4.2M | 98.95% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,028 | $481,626.84 | $961,332.84 | $479,706 | 99.6% |
Michael Bailey MGB Wealth Management, LLC | 31,571 | $7.2M | $14.93M | $7.73M | 107.33% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,007 | $226,363.25 | $485,847.29 | $259,484.04 | 114.63% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 6 | $1,403 | $2,775.36 | $1,372.36 | 97.82% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 47 | $13,975.91 | $22,676.09 | $8,700.18 | 62.25% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 3,175 | $723,348.06 | $1.53M | $808,494.19 | 111.77% |
John Quinn Safe Harbor Fiduciary, LLC | 1,097 | $352,835.74 | $517,701.72 | $164,865.98 | 46.73% |
| DQR Dale Q. Rice Dale Q Rice Investment Management Ltd. | 8,758 | $2.18M | $4.14M | $1.96M | 90.29% |
VestGen Advisors LLC VestGen Advisors LLC | 350 | $218,295 | $166,276.25 | -$52,018.75 | -23.83% |
Elizabeth Arce Sovran Advisors LLC | 2,445 | $619,338.32 | $1.15M | $526,841 | 85.07% |
Bradley Wilson Crews Bank & Trust | 50 | $12,423 | $23,441 | $11,018 | 88.69% |