| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 2,578 | $369,391.8 | $360,636.42 | -$8,755.38 | -2.37% |
Courtney Holt Compound Planning, Inc. | 7,873 | $943,354.5 | $1.1M | $157,999.47 | 16.75% |
Katherine Stoner Empower Advisory Group, LLC | 524,088 | $66.01M | $73.31M | $7.3M | 11.06% |
Nemes Rush Group LLC Nemes Rush Group LLC | 32 | $3,360.33 | $4,476.48 | $1,116.15 | 33.22% |
Ian Wang Plato Investment Management Ltd | 29,410 | $3.52M | $4.11M | $594,382.89 | 16.89% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,191 | $380,304.94 | $446,388.99 | $66,084.05 | 17.38% |
Chad Tobin Slagle Financial, LLC | 28,663 | $3.45M | $4.01M | $559,376.65 | 16.21% |
John Shanley Aspect Partners, LLC | 25 | $2,880.24 | $3,497.25 | $617.01 | 21.42% |
Nancy Smetek Arcataur Capital Management LLC | 3,433 | $394,712.14 | $480,242.37 | $85,530.23 | 21.67% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,915 | $565,963 | $547,669.35 | -$18,293.65 | -3.23% |
Annmarie Young KPP Advisory Services LLC | 4,609 | $666,334 | $644,753.01 | -$21,580.99 | -3.24% |
Tony Macafee UniSuper Management Pty Ltd | 45,743 | $5.64M | $6.4M | $760,783.38 | 13.49% |
Norden Group LLC NORDEN GROUP LLC | 2,217 | $282,472.58 | $310,136.13 | $27,663.55 | 9.79% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 27,921 | $3.42M | $3.91M | $488,155.32 | 14.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,568 | $1.52M | $1.76M | $240,686.71 | 15.86% |
David Skalicky INSPIRE TRUST CO, N.A. | 14,500 | $1.71M | $2.03M | $314,299.84 | 18.34% |
Mathieu Cornu Pictet Asset Management Holding SA | 199,829 | $24.86M | $27.95M | $3.09M | 12.43% |
Dina Fliss Global View Capital Management LLC | 2,426 | $297,711.46 | $339,373.14 | $41,661.68 | 13.99% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 46 | $5,641.26 | $6,434.94 | $793.68 | 14.07% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 95,517 | $12.39M | $13.36M | $974,513.37 | 7.87% |