| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Reilley Alpha Financial Advisors LLC | 209 | $73,165 | $70,173.84 | -$2,991.16 | -4.09% |
| PIL PFG Investments LLC PFG Investments LLC | 792 | $228,647.14 | $267,933.6 | $39,286.46 | 17.18% |
| JC Jared Calvert Buck Wealth Strategies LLC | 187 | $65,463 | $62,652.48 | -$2,810.52 | -4.29% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 6,932 | $1.41M | $2.34M | $927,466.92 | 65.85% |
Jacob Going Alpine Bank Wealth Management | 330 | $118,038.09 | $109,299.3 | -$8,738.79 | -7.4% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,138 | $364,920.05 | $730,875.3 | $365,955.25 | 100.28% |
Alexandra Stickelman Root Financial Partners, LLC | 819 | $222,267.07 | $275,466.55 | $53,199.48 | 23.93% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 782 | $147,171.48 | $264,097.04 | $116,925.56 | 79.45% |
Able Financial Group LLC ABLE Financial Group, LLC | 707 | $257,376 | $237,000.54 | -$20,375.46 | -7.92% |
Jorge Paganin Abacus Wealth Partners, LLC | 678 | $152,727.95 | $227,916.48 | $75,188.53 | 49.23% |
Staci Compagno Portside Wealth Group, LLC | 1,197 | $259,480.06 | $402,036.39 | $142,556.33 | 54.94% |
Courtney Holt Compound Planning, Inc. | 2,779 | $546,753.37 | $931,270.69 | $384,517.32 | 70.33% |
Nemes Rush Group LLC Nemes Rush Group LLC | 111 | $33,115.22 | $37,284.9 | $4,169.68 | 12.59% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 7,272 | $1.48M | $2.44M | $958,304.05 | 64.86% |
Ian Wang Plato Investment Management Ltd | 6,940 | $1.13M | $2.33M | $1.2M | 105.73% |
John Shanley Aspect Partners, LLC | 32 | $5,052.84 | $10,794.88 | $5,742.04 | 113.64% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 733 | $256,601 | $246,368.63 | -$10,232.37 | -3.99% |
Tony Macafee UniSuper Management Pty Ltd | 30,420 | $4.98M | $10.24M | $5.25M | 105.33% |
Invesco LLC INVESCO, LLC | 905 | $255,545 | $304,790.42 | $49,245.42 | 19.27% |
Norden Group LLC NORDEN GROUP LLC | 1,137 | $205,072.97 | $380,548.21 | $175,475.24 | 85.57% |