| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 524 | $30,781.19 | $46,866.56 | $16,085.37 | 52.26% |
Kevin Kroskey True Wealth Design LLC | 49 | $3,072.59 | $4,403.14 | $1,330.55 | 43.3% |
Jacob Going Alpine Bank Wealth Management | 369 | $36,922 | $33,291.18 | -$3,630.82 | -9.83% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 59 | $5,904 | $5,295.84 | -$608.16 | -10.3% |
Eduardo Castaneda Vision One Management Partners, LP | 653,309 | $44.11M | $58.85M | $14.74M | 33.41% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,418 | $465,020.39 | $490,437.36 | $25,416.97 | 5.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,223 | $481,954.58 | $458,266.02 | -$23,688.56 | -4.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 12,212 | $825,249.97 | $1.1M | $272,120.35 | 32.97% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 11 | $776.78 | $992.42 | $215.64 | 27.76% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,528 | $174,857.75 | $226,938.56 | $52,080.81 | 29.78% |
| KS Kristi Shields ROGCO, LP | 222 | $12,157 | $20,173.14 | $8,016.14 | 65.94% |
Syon Capital LLC SYON CAPITAL LLC | 2,268 | $226,936 | $203,553 | -$23,383 | -10.3% |
Florian Peters denkapparat Operations GmbH | 4,826 | $482,890 | $436,970.17 | -$45,919.83 | -9.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 240 | $17,246.92 | $21,652.8 | $4,405.88 | 25.55% |
| MC Megan Claucherty Kodai Capital Management LP | 210,206 | $11.51M | $19.27M | $7.76M | 67.44% |
David Vollmer PFS Partners, LLC | 44 | $2,486 | $3,980.24 | $1,494.24 | 60.11% |
Benj Foor Frazier Financial Advisors, LLC | 215 | $15,857 | $19,448.9 | $3,591.9 | 22.65% |
Jeffrey McGrath Cetera Trust Company, N.A | 400 | $29,500 | $36,136 | $6,636 | 22.49% |
Curtis Burkholder Bare Financial Services, Inc | 56 | $5,488.68 | $5,032.16 | -$456.52 | -8.32% |
Keisuke Ichihara Rakuten Securities, Inc. | 35 | $1,917 | $3,157.7 | $1,240.7 | 64.72% |