| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,461 | $153,079.63 | $160,447.02 | $7,367.39 | 4.81% |
Courtney Holt Compound Planning, Inc. | 6,847 | $653,992.73 | $756,730.44 | $102,737.71 | 15.71% |
Katherine Stoner Empower Advisory Group, LLC | 104,002 | $9.98M | $11.61M | $1.64M | 16.4% |
Nemes Rush Group LLC Nemes Rush Group LLC | 23 | $2,284 | $2,540 | $256 | 11.21% |
Ian Wang Plato Investment Management Ltd | 10,713 | $1.14M | $1.2M | $58,408.99 | 5.14% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,032 | $564,692.92 | $561,873.12 | -$2,819.8 | -0.5% |
John Shanley Aspect Partners, LLC | 84 | $9,036.77 | $9,394.98 | $358.21 | 3.96% |
Driton Bilali Ilex Capital Partners (UK) LLP | 77,727 | $8.6M | $8.63M | $30,313.54 | 0.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,172 | $525,220.41 | $572,178.36 | $46,957.95 | 8.94% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 3,320 | $300,128 | $364,519.4 | $64,391.4 | 21.45% |
Tony Macafee UniSuper Management Pty Ltd | 40,958 | $3.9M | $4.57M | $679,168.11 | 17.44% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 2,089 | $209,617 | $229,466.2 | $19,849.2 | 9.47% |
Norden Group LLC NORDEN GROUP LLC | 6,214 | $619,955.86 | $696,092.28 | $76,136.42 | 12.28% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 7,595 | $760,191.1 | $848,133.65 | $87,942.55 | 11.57% |
Denise Reinert CGC Financial Services, LLC | 546 | $54,394.24 | $60,933.6 | $6,539.36 | 12.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,843 | $1.81M | $1.96M | $144,447.87 | 7.98% |
Mathieu Cornu Pictet Asset Management Holding SA | 316,917 | $32.38M | $34.82M | $2.44M | 7.54% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 4,600 | $392,495.05 | $507,886 | $115,390.95 | 29.4% |
Ryan Payne Payne Capital Management, LLC | 2,066 | $228,479 | $228,344.65 | -$134.35 | -0.06% |
Kevin Orr Centennial Bank/AR/ | 7,331 | $698,717.71 | $818,139.6 | $119,421.89 | 17.09% |