| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 1,023 | $33,713.99 | $36,889.38 | $3,175.39 | 9.42% |
Beth Zilka Baron Wealth Management LLC | 24,957 | $540,345.7 | $903,318.61 | $362,972.91 | 67.17% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 301 | $10,162 | $10,870.61 | $708.61 | 6.97% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 9,641 | $177,839.35 | $348,184.71 | $170,345.36 | 95.79% |
Alexandra Stickelman Root Financial Partners, LLC | 369 | $13,066.52 | $13,326.43 | $259.91 | 1.99% |
Jorge Paganin Abacus Wealth Partners, LLC | 11,840 | $456,550.32 | $427,601.6 | -$28,948.72 | -6.34% |
Courtney Holt Compound Planning, Inc. | 35,015 | $909,765.02 | $1.26M | $354,801.7 | 39% |
Ian Wang Plato Investment Management Ltd | 67,397 | $1.72M | $2.43M | $717,746.48 | 41.82% |
Driton Bilali Ilex Capital Partners (UK) LLP | 411,441 | $11.94M | $14.86M | $2.92M | 24.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,104 | $403,622.59 | $426,060.8 | $22,438.21 | 5.56% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.21M | $46.21M | $79.7M | $33.49M | 72.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 162,220 | $3.92M | $5.71M | $1.79M | 45.56% |
Jae Cho Marex Group plc | 62,337 | $2.2M | $2.25M | $52,166.06 | 2.38% |
NICOLE MARTIN Arlington Trust Co LLC | 191 | $5,688 | $6,888.41 | $1,200.41 | 21.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,970 | $204,889.02 | $324,220.65 | $119,331.63 | 58.24% |
Syon Capital LLC SYON CAPITAL LLC | 28,246 | $591,683.24 | $1.02M | $429,268.43 | 72.55% |
Florian Peters denkapparat Operations GmbH | 15,254 | $442,600 | $550,135.51 | $107,535.51 | 24.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 30,229 | $1.07M | $1.09M | $18,410.07 | 1.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,050 | $373,739.64 | $363,257.25 | -$10,482.39 | -2.8% |
Benj Foor Frazier Financial Advisors, LLC | 874 | $22,103.68 | $31,590.73 | $9,487.05 | 42.92% |