| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Smith Linden Thomas Advisory Services LLC | 57,943 | $2.88M | $3.53M | $651,489.09 | 22.6% |
Kevin Kroskey True Wealth Design LLC | 2,761 | $105,458.36 | $173,473.63 | $68,015.27 | 64.49% |
Jill Batley Gateway Wealth Partners LLC | 15,242 | $653,940.8 | $949,119.34 | $295,178.54 | 45.14% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 31,102 | $1.33M | $1.9M | $568,167.92 | 42.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 40,671 | $1.67M | $2.55M | $882,390.55 | 52.95% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 8,056 | $353,094.4 | $491,335.44 | $138,241.04 | 39.15% |
| DD Damir Durkovic Entropy Technologies, LP | 52,488 | $2.25M | $3.31M | $1.05M | 46.82% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 37 | $2,014 | $2,324.71 | $310.71 | 15.43% |
Courtney Holt Compound Planning, Inc. | 7,541 | $341,393.02 | $471,840.37 | $130,447.35 | 38.21% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 9,068 | $493,390 | $539,636.68 | $46,246.68 | 9.37% |
Ian Wang Plato Investment Management Ltd | 5,702 | $262,651.17 | $347,764.98 | $85,113.81 | 32.41% |
Andrew Halac Talon Private Wealth, LLC | 14,901 | $639,161.05 | $886,758.51 | $247,597.46 | 38.74% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,634 | $413,202 | $592,491 | $179,289 | 43.39% |
Denise Reinert CGC Financial Services, LLC | 128 | $2,446 | $7,806.72 | $5,360.72 | 219.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,290 | $865,151.71 | $1.12M | $250,355.39 | 28.94% |
Mathieu Cornu Pictet Asset Management Holding SA | 555,438 | $18.27M | $34.9M | $16.62M | 90.97% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 52 | $1,489.99 | $3,269.76 | $1,779.77 | 119.45% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 20,356 | $669,425.84 | $1.27M | $605,165.1 | 90.4% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 34,141 | $1.49M | $2.08M | $589,515.31 | 39.49% |
Jae Cho Marex Group plc | 6,173 | $335,873 | $389,763.22 | $53,890.22 | 16.04% |