| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,897 | $425,460 | $400,418.76 | -$25,041.24 | -5.89% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,078 | $189,383.03 | $220,580.36 | $31,197.33 | 16.47% |
Paul B. Ordonio Park Place Capital Corp. | 161 | $24,161.94 | $33,338.27 | $9,176.33 | 37.98% |
Kevin Kroskey True Wealth Design LLC | 253 | $44,497.2 | $51,768.86 | $7,271.66 | 16.34% |
Beth Zilka Baron Wealth Management LLC | 1,140 | $222,574 | $233,266.8 | $10,692.8 | 4.8% |
| PIL PFG Investments LLC PFG Investments LLC | 1,685 | $284,283.87 | $344,784.7 | $60,500.83 | 21.28% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 20 | $3,752 | $4,092.4 | $340.4 | 9.07% |
Jacob Going Alpine Bank Wealth Management | 2,128 | $408,023 | $449,178.24 | $41,155.24 | 10.09% |
| DD Damir Durkovic Entropy Technologies, LP | 15,611 | $3.5M | $3.25M | -$253,054.23 | -7.23% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 762 | $117,858.9 | $155,920.44 | $38,061.54 | 32.29% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,270 | $247,980.9 | $259,867.4 | $11,886.5 | 4.79% |
Courtney Holt Compound Planning, Inc. | 2,338 | $420,282.18 | $478,401.56 | $58,119.38 | 13.83% |
Katherine Stoner Empower Advisory Group, LLC | 1,624 | $274,274.14 | $337,905.68 | $63,631.54 | 23.2% |
Nemes Rush Group LLC Nemes Rush Group LLC | 572 | $94,759.87 | $118,444.04 | $23,684.17 | 24.99% |
John Shanley Aspect Partners, LLC | 37 | $7,751.5 | $7,570.94 | -$180.56 | -2.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 943 | $196,573.34 | $192,956.66 | -$3,616.68 | -1.84% |
Tony Macafee UniSuper Management Pty Ltd | 15,345 | $2.7M | $3.18M | $475,182.7 | 17.58% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,000 | $558,457.2 | $613,860 | $55,402.8 | 9.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,023 | $2.37M | $2.46M | $93,440.78 | 3.95% |
Mathieu Cornu Pictet Asset Management Holding SA | 82,941 | $13.14M | $16.97M | $3.83M | 29.16% |