| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 14,044 | $1.74M | $1.99M | $248,065.83 | 14.25% |
| SB Scott Boyce Decker Retirement Planning Inc. | 73 | $10,878 | $10,348.48 | -$529.52 | -4.87% |
| DD Damir Durkovic Entropy Technologies, LP | 13,040 | $2.09M | $1.85M | -$242,785.08 | -11.62% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 13 | $2,044.66 | $1,840.47 | -$204.19 | -9.99% |
Brett Pohl Invera Wealth Advisors, LLC | 10,261 | $1.32M | $1.45M | $135,547.91 | 10.29% |
Alexandra Stickelman Root Financial Partners, LLC | 572 | $94,247.63 | $80,980.9 | -$13,266.73 | -14.08% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 628 | $93,578.49 | $89,263.92 | -$4,314.57 | -4.61% |
Able Financial Group LLC ABLE Financial Group, LLC | 4,557 | $820,614.67 | $645,453.48 | -$175,161.19 | -21.35% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,691 | $435,827.03 | $376,659.27 | -$59,167.76 | -13.58% |
Staci Compagno Portside Wealth Group, LLC | 1,564 | $245,986 | $218,913.08 | -$27,072.92 | -11.01% |
Courtney Holt Compound Planning, Inc. | 7,044 | $1.06M | $997,254.3 | -$59,313.69 | -5.61% |
Nemes Rush Group LLC Nemes Rush Group LLC | 46,303 | $5.76M | $6.56M | $792,554.9 | 13.75% |
Ian Wang Plato Investment Management Ltd | 16,587 | $2.37M | $2.35M | -$26,360.7 | -1.11% |
John Shanley Aspect Partners, LLC | 111 | $14,541.45 | $15,735.36 | $1,193.91 | 8.21% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $340 | $424.32 | $84.32 | 24.8% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,156 | $330,142.88 | $304,944.64 | -$25,198.24 | -7.63% |
Annmarie Young KPP Advisory Services LLC | 3,316 | $535,974.53 | $469,015.04 | -$66,959.49 | -12.49% |
Tony Macafee UniSuper Management Pty Ltd | 681,172 | $107.38M | $96.39M | -$10.99M | -10.24% |
Thomas Healy PFW Advisors LLC | 14,936 | $1.42M | $2.12M | $707,101.44 | 49.94% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,108 | $399,160.47 | $439,595.52 | $40,435.05 | 10.13% |