| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 345 | $56,664.7 | $57,439.05 | $774.35 | 1.37% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 5,415 | $965,170 | $894,287.25 | -$70,882.75 | -7.34% |
Alexandra Stickelman Root Financial Partners, LLC | 1,944 | $413,971.67 | $320,176.8 | -$93,794.87 | -22.66% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 6,620 | $925,245.54 | $1.1M | $172,416.66 | 18.63% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 8,437 | $953,808.48 | $1.41M | $455,761.11 | 47.78% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 20,619 | $3.3M | $3.42M | $115,318.42 | 3.49% |
Staci Compagno Portside Wealth Group, LLC | 1,670 | $264,749.63 | $273,212 | $8,462.37 | 3.2% |
Courtney Holt Compound Planning, Inc. | 18,516 | $3.6M | $3.09M | -$508,752.4 | -14.14% |
Katherine Stoner Empower Advisory Group, LLC | 98,531 | $13.4M | $16.1M | $2.7M | 20.17% |
Nemes Rush Group LLC Nemes Rush Group LLC | 11,228 | $1.22M | $1.88M | $664,716.68 | 54.68% |
Scott Kapusta First County Bank /CT/ | 3,462 | $642,883.43 | $572,510.94 | -$70,372.49 | -10.95% |
Ian Wang Plato Investment Management Ltd | 36,517 | $5.57M | $5.97M | $403,653.44 | 7.25% |
John Shanley Aspect Partners, LLC | 27 | $3,903.44 | $4,418.28 | $514.84 | 13.19% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,960 | $717,141.67 | $660,983.4 | -$56,158.27 | -7.83% |
Tony Macafee UniSuper Management Pty Ltd | 236,076 | $45.77M | $38.6M | -$7.18M | -15.68% |
Thomas Healy PFW Advisors LLC | 4,109 | $732,019.84 | $681,272.2 | -$50,747.64 | -6.93% |
Thomas Dobbins New Republic Capital, LLC | 1,792 | $379,186.18 | $295,697.92 | -$83,488.26 | -22.02% |
Norden Group LLC NORDEN GROUP LLC | 8,911 | $1.59M | $1.45M | -$142,112.38 | -8.92% |
Robert Green LECAP ASSET MANAGEMENT LTD | 2,599 | $547,221.63 | $430,862.22 | -$116,359.41 | -21.26% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 87,450 | $19.05M | $14.31M | -$4.74M | -24.9% |