| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 161,542 | $8.4M | $8.41M | $10,428.43 | 0.12% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,934 | $202,343.34 | $256,419.98 | $54,076.64 | 26.73% |
Ana-Maria Ignat Covestor Ltd | 556 | $28,963.8 | $29,217.8 | $254 | 0.88% |
Taro Kuriyama Axq Capita LLP | 19,434 | $906,790.44 | $1.01M | $104,749.26 | 11.55% |
Nolan Baker Retirement Guys Formula LLC | 5,410 | $221,914.95 | $281,211.8 | $59,296.85 | 26.72% |
CJ Harrison DecisionPoint Financial LLC | 4 | $186.64 | $210.2 | $23.56 | 12.62% |
| JG John Ginter Callan Family Office LLC | 10,430 | $499,120.4 | $543,715.9 | $44,595.5 | 8.93% |
Rachel Faulk Cape Investment Advisory Inc. | 60 | $2,799.6 | $3,153 | $353.4 | 12.62% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 300 | $7,767 | $15,591 | $7,824 | 100.73% |
Drew Phillips Fortitude Family Office LLC | 112 | $5,264.61 | $5,885.6 | $620.99 | 11.8% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,459 | $318,986.38 | $333,833.41 | $14,847.03 | 4.65% |
Brian Matter Creative Capital Management Investments LLC | 35 | $1,633.1 | $1,839.25 | $206.15 | 12.62% |
Ashley Buboltz Moran Wealth Management LLC | 45,337 | $2.37M | $2.34M | -$34,894.94 | -1.47% |
Kevin Kroskey True Wealth Design LLC | 206 | $9,356.14 | $10,825.3 | $1,469.16 | 15.7% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 6,569 | $352,535.88 | $345,069.57 | -$7,466.31 | -2.12% |
Staci Compagno Portside Wealth Group, LLC | 11,706 | $605,669.07 | $603,678.42 | -$1,990.65 | -0.33% |
Tony Macafee UniSuper Management Pty Ltd | 112,017 | $5.58M | $5.79M | $201,920.99 | 3.62% |
Norden Group LLC NORDEN GROUP LLC | 4,911 | $229,147.26 | $253,800.48 | $24,653.22 | 10.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,054 | $48,801.81 | $53,827.78 | $5,025.97 | 10.3% |
Mathieu Cornu Pictet Asset Management Holding SA | 16,450 | $753,395.03 | $864,447.5 | $111,052.47 | 14.74% |