| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Pohl Invera Wealth Advisors, LLC | 1,192 | $393,908.31 | $382,024.07 | -$11,884.24 | -3.02% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 2,644 | $705,896.92 | $847,375.53 | $141,478.61 | 20.04% |
Alexandra Stickelman Root Financial Partners, LLC | 679 | $196,168.23 | $217,612.7 | $21,444.47 | 10.93% |
Courtney Holt Compound Planning, Inc. | 2,637 | $641,004.51 | $845,132.1 | $204,127.59 | 31.84% |
Nemes Rush Group LLC Nemes Rush Group LLC | 36 | $10,306.67 | $11,779.56 | $1,472.89 | 14.29% |
John Shanley Aspect Partners, LLC | 12 | $2,856.96 | $3,845.88 | $988.92 | 34.61% |
Driton Bilali Ilex Capital Partners (UK) LLP | 396,381 | $118.97M | $129.7M | $10.73M | 9.02% |
James Aldige Clio Asset Management LLC | 32,362 | $5.98M | $10.37M | $4.39M | 73.39% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,813 | $446,272.4 | $581,048.35 | $134,775.95 | 30.2% |
Tony Macafee UniSuper Management Pty Ltd | 25,392 | $6.52M | $8.31M | $1.79M | 27.38% |
Thomas Dobbins New Republic Capital, LLC | 1,002 | $295,731.94 | $322,493.71 | $26,761.77 | 9.05% |
Norden Group LLC NORDEN GROUP LLC | 683 | $225,772 | $218,894.66 | -$6,877.34 | -3.05% |
Robert Green LECAP ASSET MANAGEMENT LTD | 1,422 | $469,914 | $455,736.77 | -$14,177.23 | -3.02% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 29,657 | $7.81M | $9.5M | $1.69M | 21.63% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,525 | $277,939.68 | $491,858.25 | $213,918.57 | 76.97% |
John M Roach Waterway Wealth Management, LLC | 3,029 | $551,769.54 | $970,764.18 | $418,994.64 | 75.94% |
| BF Brian Falahee Delta Global Management LP | 47,960 | $15.85M | $15.47M | -$380,323.2 | -2.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,138 | $805,850.13 | $1.01M | $199,847.46 | 24.8% |
Mathieu Cornu Pictet Asset Management Holding SA | 528,824 | $79.42M | $169.48M | $90.06M | 113.4% |
Justin Morgan Visualize Group LP | 54,240 | $16.49M | $17.75M | $1.25M | 7.61% |