| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Buboltz Moran Wealth Management LLC | 286,003 | $7.61M | $8.14M | $531,058.99 | 6.98% |
David D. Jones Applied Finance Capital Management LLC | 9,705 | $256,600.15 | $278,824.65 | $22,224.5 | 8.66% |
Kevin Kroskey True Wealth Design LLC | 4 | $108.33 | $114.92 | $6.59 | 6.08% |
| DD Damir Durkovic Entropy Technologies, LP | 34,371 | $908,769.26 | $959,638.32 | $50,869.06 | 5.6% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 35 | $913.83 | $1,005.55 | $91.72 | 10.04% |
John Shanley Aspect Partners, LLC | 317 | $8,435.79 | $9,107.41 | $671.62 | 7.96% |
Tony Macafee UniSuper Management Pty Ltd | 11,620 | $312,171.98 | $330,240.4 | $18,068.42 | 5.79% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,950 | $105,503.8 | $113,483.5 | $7,979.7 | 7.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,791 | $184,210.92 | $137,645.43 | -$46,565.49 | -25.28% |
Mathieu Cornu Pictet Asset Management Holding SA | 41,591 | $2.32M | $1.19M | -$1.12M | -48.39% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 34 | $904.27 | $976.82 | $72.55 | 8.02% |
Jon Greer GSG Advisors LLC | 7,546 | $201,102 | $210,684.32 | $9,582.32 | 4.76% |
JOHN TERRILL Peoples Bank/KS | 7,830 | $212,014.53 | $224,955.9 | $12,941.37 | 6.1% |
Syon Capital LLC SYON CAPITAL LLC | 11,406 | $303,972 | $324,158.52 | $20,186.52 | 6.64% |
Florian Peters denkapparat Operations GmbH | 21,438 | $571,323 | $608,410.44 | $37,087.44 | 6.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 562 | $15,640 | $16,146.26 | $506.26 | 3.24% |
Brian Glenn Premier Path Wealth Partners, LLC | 21,915 | $735,968.11 | $629,617.95 | -$106,350.16 | -14.45% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 40,023 | $1.08M | $1.15M | $72,841.86 | 6.76% |
Robert Shea NEOS Investment Management LLC | 27,576 | $872,997.09 | $772,955.28 | -$100,041.81 | -11.46% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 259,241 | $7.02M | $7.45M | $424,067.34 | 6.04% |