| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 77,723 | $3.48M | $3.24M | -$233,179.21 | -6.71% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,141 | $55,640.43 | $89,343.93 | $33,703.5 | 60.57% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 40,295 | $1.01M | $1.71M | $701,818.99 | 69.8% |
Dipen Mehta Invst LLC | 4,674 | $209,068.02 | $198,037.38 | -$11,030.64 | -5.28% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 213,736 | $6.36M | $9.06M | $2.7M | 42.49% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 22,460 | $701,671.99 | $951,630.2 | $249,958.21 | 35.62% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 79,163 | $2.93M | $3.24M | $302,301.08 | 10.3% |
Mathieu Cornu Pictet Asset Management Holding SA | 265,511 | $7.18M | $10.85M | $3.67M | 51.1% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 17,241 | $484,127.27 | $719,466.93 | $235,339.66 | 48.61% |
| RN Ron New Whipplewood Advisors LLC | 358 | $10,774.02 | $14,635.04 | $3,861.02 | 35.84% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 211 | $6,351.1 | $8,625.68 | $2,274.58 | 35.81% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,030 | $70,551 | $82,986.4 | $12,435.4 | 17.63% |