| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob Going Alpine Bank Wealth Management | 2,128 | $408,023 | $417,045.44 | $9,022.44 | 2.21% |
| DD Damir Durkovic Entropy Technologies, LP | 15,611 | $3.5M | $3.01M | -$487,063.12 | -13.91% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 750 | $116,013.18 | $145,117.5 | $29,104.32 | 25.09% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,270 | $247,980.9 | $249,339.1 | $1,358.2 | 0.55% |
Courtney Holt Compound Planning, Inc. | 2,177 | $391,265.87 | $420,433.12 | $29,167.25 | 7.45% |
Katherine Stoner Empower Advisory Group, LLC | 1,624 | $274,274.14 | $317,849.28 | $43,575.14 | 15.89% |
Nemes Rush Group LLC Nemes Rush Group LLC | 572 | $94,759.87 | $110,547.58 | $15,787.71 | 16.66% |
John Shanley Aspect Partners, LLC | 37 | $7,751.5 | $7,255.7 | -$495.8 | -6.4% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 943 | $196,573.34 | $182,263.04 | -$14,310.3 | -7.28% |
Tony Macafee UniSuper Management Pty Ltd | 15,345 | $2.7M | $3M | $299,635.79 | 11.09% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,000 | $558,457.2 | $587,160 | $28,702.8 | 5.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,926 | $2.35M | $2.31M | -$37,071.63 | -1.58% |
Mathieu Cornu Pictet Asset Management Holding SA | 81,860 | $12.99M | $15.89M | $2.9M | 22.32% |
Marilou Davido WFA Asset Management Corp | 712 | $128,183.36 | $139,687.28 | $11,503.92 | 8.97% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 19 | $3,109.37 | $3,679.35 | $569.98 | 18.33% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 81,411 | $15.66M | $15.73M | $69,124.65 | 0.44% |
Jesse Steele Etesian Wealth Advisors, Inc. | 6,490 | $881,632.71 | $1.28M | $395,469.49 | 44.86% |
NICOLE MARTIN Arlington Trust Co LLC | 57 | $12,609.91 | $11,135.52 | -$1,474.39 | -11.69% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,842 | $1.3M | $1.52M | $217,714.95 | 16.75% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,639 | $341,649.77 | $321,211.22 | -$20,438.55 | -5.98% |