| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Warning Resolute Wealth Strategies LLC | 2,278 | $209,583.88 | $225,590.34 | $16,006.46 | 7.64% |
Scott Boyce Decker Retirement Planning Inc. | 7 | $719 | $604.66 | -$114.34 | -15.9% |
Gregory Bosch Strategies Wealth Advisors, LLC | 8,796 | $930,359.18 | $859,721.04 | -$70,638.14 | -7.59% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 10,604 | $861,493.73 | $915,973.52 | $54,479.79 | 6.32% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 17,446 | $983,784.78 | $1.51M | $523,200.7 | 53.18% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,049 | $208,711 | $176,992.62 | -$31,718.38 | -15.2% |
Courtney Holt Compound Planning, Inc. | 3,845 | $322,438.48 | $332,131.1 | $9,692.62 | 3.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 611 | $51,322.38 | $59,719.14 | $8,396.76 | 16.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,294 | $209,878.39 | $198,155.72 | -$11,722.67 | -5.59% |
Bradley Harsch Strategic Advocates LLC | 330 | $27,674 | $32,679.9 | $5,005.9 | 18.09% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,860 | $444,641 | $419,806.8 | -$24,834.2 | -5.59% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 5,610 | $224,085.61 | $484,591.8 | $260,506.19 | 116.25% |
Peter Sigismondi Ramirez Asset Management, Inc. | 48,635 | $4.38M | $4.82M | $436,560.26 | 9.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,014 | $596,997.81 | $865,009.32 | $268,011.51 | 44.89% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 1,098 | $100,672.67 | $108,734.94 | $8,062.27 | 8.01% |
Mathieu Cornu Pictet Asset Management Holding SA | 220,527 | $10.25M | $19.05M | $8.8M | 85.81% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,414 | $293,505.63 | $294,901.32 | $1,395.69 | 0.48% |
Jae Cho Marex Group plc | 17,999 | $1.89M | $1.76M | -$127,340.54 | -6.75% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,254 | $212,742.17 | $219,517.06 | $6,774.89 | 3.18% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,863 | $274,441.33 | $506,445.94 | $232,004.61 | 84.54% |