| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 2,560 | $721,090.84 | $776,960 | $55,869.16 | 7.75% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,982 | $506,654 | $908,824.14 | $402,170.14 | 79.38% |
Beth Zilka Baron Wealth Management LLC | 1,519 | $267,801.53 | $463,765.89 | $195,964.36 | 73.18% |
| JC Jared Calvert Buck Wealth Strategies LLC | 5,631 | $1.38M | $1.72M | $338,457.67 | 24.53% |
| DD Damir Durkovic Entropy Technologies, LP | 24,548 | $6.91M | $7.52M | $606,581.06 | 8.77% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 78 | $28,192 | $24,544.26 | -$3,647.74 | -12.94% |
Gregory Bosch Strategies Wealth Advisors, LLC | 900 | $221,742 | $274,374 | $52,632 | 23.74% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 645 | $233,122 | $196,576.65 | -$36,545.35 | -15.68% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,689 | $794,895.56 | $818,961.84 | $24,066.28 | 3.03% |
Staci Compagno Portside Wealth Group, LLC | 578 | $210,854 | $175,515.48 | -$35,338.52 | -16.76% |
Courtney Holt Compound Planning, Inc. | 1,755 | $100,614.05 | $541,926.45 | $441,312.4 | 438.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 6 | $1,774 | $1,842.96 | $68.96 | 3.89% |
Ian Wang Plato Investment Management Ltd | 7,871 | $2.3M | $2.39M | $93,951.81 | 4.09% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 78 | $6,148 | $24,589.5 | $18,441.5 | 299.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,008 | $766,558.52 | $923,335.68 | $156,777.16 | 20.45% |
Tony Macafee UniSuper Management Pty Ltd | 5,736 | $1.52M | $1.75M | $227,303.8 | 14.95% |
Norden Group LLC NORDEN GROUP LLC | 1,253 | $457,095 | $380,210.32 | -$76,884.68 | -16.82% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,471 | $354,872.91 | $1.06M | $706,107.66 | 198.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,869 | $1.88M | $2.54M | $663,942.18 | 35.31% |
Mathieu Cornu Pictet Asset Management Holding SA | 549,675 | $168.08M | $173.29M | $5.2M | 3.09% |