| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 2,955 | $404,408.63 | $402,471 | -$1,937.63 | -0.48% |
| PIL PFG Investments LLC PFG Investments LLC | 16,332 | $2.22M | $2.19M | -$32,073.22 | -1.44% |
Jacob Going Alpine Bank Wealth Management | 1,050 | $138,159 | $142,054.49 | $3,895.49 | 2.82% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,787 | $347,286.65 | $373,931.79 | $26,645.14 | 7.67% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 1,740 | $225,823 | $234,760.8 | $8,937.8 | 3.96% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 62 | $8,123.42 | $8,318.54 | $195.12 | 2.4% |
Able Financial Group LLC ABLE Financial Group, LLC | 12,841 | $1.69M | $1.72M | $36,770.39 | 2.18% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,855 | $372,559.15 | $383,055.35 | $10,496.2 | 2.82% |
Staci Compagno Portside Wealth Group, LLC | 4,448 | $556,750.3 | $596,788.16 | $40,037.86 | 7.19% |
Courtney Holt Compound Planning, Inc. | 2,079 | $299,930.38 | $278,939.43 | -$20,990.95 | -7% |
Katherine Stoner Empower Advisory Group, LLC | 74,592 | $10.45M | $10.06M | -$390,724.59 | -3.74% |
Ian Wang Plato Investment Management Ltd | 30,129 | $3.7M | $4.08M | $378,340.63 | 10.23% |
John Shanley Aspect Partners, LLC | 26 | $3,511.08 | $3,488.42 | -$22.66 | -0.65% |
Driton Bilali Ilex Capital Partners (UK) LLP | 50,919 | $6.7M | $6.94M | $235,245.8 | 3.51% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,106 | $277,107 | $282,562.02 | $5,455.02 | 1.97% |
Tony Macafee UniSuper Management Pty Ltd | 81,607 | $11.3M | $11.11M | -$180,750.65 | -1.6% |
Thomas Healy PFW Advisors LLC | 13,844 | $1.7M | $1.86M | $161,053.79 | 9.49% |
Thomas Dobbins New Republic Capital, LLC | 1,929 | $253,785 | $266,799.99 | $13,014.99 | 5.13% |
Norden Group LLC NORDEN GROUP LLC | 2,668 | $379,603.19 | $357,965.56 | -$21,637.63 | -5.7% |
Bradley Harsch Strategic Advocates LLC | 69 | $9,604 | $9,309.48 | -$294.52 | -3.07% |