| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 102 | $13,720.3 | $13,516.02 | -$204.28 | -1.49% |
Alexandra Stickelman Root Financial Partners, LLC | 1,771 | $236,357.52 | $237,021.78 | $664.26 | 0.28% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,764 | $793,333.45 | $771,655.5 | -$21,677.95 | -2.73% |
Courtney Holt Compound Planning, Inc. | 7,015 | $717,569.36 | $932,012.9 | $214,443.54 | 29.88% |
Katherine Stoner Empower Advisory Group, LLC | 1,532 | $207,169.52 | $205,127.14 | -$2,042.38 | -0.99% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,695 | $405,681.8 | $489,753.77 | $84,071.97 | 20.72% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,861 | $246,625 | $249,802.03 | $3,177.03 | 1.29% |
Ian Wang Plato Investment Management Ltd | 16,593 | $1.71M | $2.22M | $510,203.65 | 29.8% |
Shawn Scholz Impact Partnership Wealth, LLC | 12,123 | $1.6M | $1.62M | $26,684.58 | 1.67% |
John Shanley Aspect Partners, LLC | 70 | $5,856.6 | $9,394.7 | $3,538.1 | 60.41% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,501 | $336,182.12 | $330,832.28 | -$5,349.84 | -1.59% |
Tony Macafee UniSuper Management Pty Ltd | 31,460 | $3.49M | $4.22M | $729,052.24 | 20.9% |
Norden Group LLC NORDEN GROUP LLC | 1,782 | $236,232 | $239,215.68 | $2,983.68 | 1.26% |
Robert Green LECAP ASSET MANAGEMENT LTD | 15,281 | $2.03M | $2.04M | $19,559.8 | 0.97% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 26,030 | $3.41M | $3.49M | $72,635.1 | 2.13% |
Peter Sigismondi Ramirez Asset Management, Inc. | 34,772 | $3.96M | $4.65M | $689,867.94 | 17.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,261 | $1.31M | $1.35M | $45,933.96 | 3.51% |
Mathieu Cornu Pictet Asset Management Holding SA | 321,530 | $28.29M | $42.7M | $14.41M | 50.95% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 27,481 | $3.26M | $3.63M | $372,761.46 | 11.44% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 47 | $4,003.11 | $6,229.61 | $2,226.5 | 55.62% |