| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 2,785 | $303,544.86 | $499,141.65 | $195,596.79 | 64.44% |
Staci Compagno Portside Wealth Group, LLC | 3,269 | $585,706.54 | $585,886.56 | $180.02 | 0.03% |
Courtney Holt Compound Planning, Inc. | 1,244 | $338,330 | $216,791.88 | -$121,538.12 | -35.92% |
Nemes Rush Group LLC Nemes Rush Group LLC | 22 | $5,983 | $3,842.19 | -$2,140.81 | -35.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,289 | $350,544 | $224,788.71 | -$125,755.29 | -35.87% |
Norden Group LLC NORDEN GROUP LLC | 5,560 | $929,584.38 | $954,262.8 | $24,678.42 | 2.65% |
| BF Brian Falahee Delta Global Management LP | 26,497 | $3.17M | $4.75M | $1.57M | 49.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,012 | $2.27M | $2.5M | $232,819.04 | 10.26% |
Mathieu Cornu Pictet Asset Management Holding SA | 229,582 | $21.55M | $40.98M | $19.43M | 90.16% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $1,709.16 | $2,327.78 | $618.62 | 36.19% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,527 | $862,105.13 | $1.13M | $268,436.54 | 31.14% |
Jae Cho Marex Group plc | 222,362 | $58.61M | $38.58M | -$20.03M | -34.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,016 | $548,251 | $359,835.84 | -$188,415.16 | -34.37% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,710 | $249,892.7 | $306,474.77 | $56,582.07 | 22.64% |
Kevin Bresler TD Waterhouse Canada Inc. | 263 | $26,758.98 | $46,945.5 | $20,186.52 | 75.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,674 | $3.55M | $4.4M | $857,972.08 | 24.19% |
United Advisor Group LLC United Advisor Group, LLC | 1,102 | $299,689 | $197,505.96 | -$102,183.04 | -34.1% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $816 | $535.5 | -$280.5 | -34.37% |
Keisuke Ichihara Rakuten Securities, Inc. | 9,203 | $1.33M | $1.61M | $271,981.3 | 20.4% |
Sam Tedawes Quantessence Capital LLC | 2,838 | $771,794 | $498,551.46 | -$273,242.54 | -35.4% |