| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 1,515 | $327,513.44 | $383,992.05 | $56,478.61 | 17.24% |
Courtney Holt Compound Planning, Inc. | 2,051 | $428,174.19 | $530,962.88 | $102,788.69 | 24.01% |
Norden Group LLC NORDEN GROUP LLC | 1,203 | $226,245.1 | $310,458.21 | $84,213.11 | 37.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,011 | $455,609.06 | $508,250.08 | $52,641.02 | 11.55% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 1,000 | $144,490 | $258,070 | $113,580 | 78.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 118,227 | $28.97M | $30.51M | $1.54M | 5.33% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 9 | $1,900.65 | $2,275.24 | $374.59 | 19.71% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,277 | $1.25M | $1.34M | $83,643.14 | 6.67% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 100 | $23,679.74 | $25,886.02 | $2,206.28 | 9.32% |
| KS Kristi Shields ROGCO, LP | 20,020 | $3.64M | $5.17M | $1.53M | 41.98% |
Michael Grossman AdviceOne Advisory Services, LLC | 9,389 | $1.76M | $2.42M | $663,812.55 | 37.71% |
Syon Capital LLC SYON CAPITAL LLC | 4,491 | $988,936.99 | $1.16M | $173,604.17 | 17.55% |
Florian Peters denkapparat Operations GmbH | 960 | $226,397 | $247,779.46 | $21,382.46 | 9.44% |
Kevin Bresler TD Waterhouse Canada Inc. | 310 | $75,276.24 | $80,299.3 | $5,023.06 | 6.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,453 | $1.07M | $1.15M | $80,681.06 | 7.53% |
James Rankin Modern Wealth Management, LLC | 8,902 | $1.72M | $2.3M | $580,792.14 | 33.7% |
Amir Har-El Savvy Advisors, Inc. | 1,917 | $455,152.65 | $496,791.13 | $41,638.48 | 9.15% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 55 | $13,699 | $14,253.27 | $554.27 | 4.05% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $2,749 | $2,850.65 | $101.65 | 3.7% |
Darin Sadow Freestone Grove Partners LP | 74,808 | $18.08M | $19.39M | $1.31M | 7.23% |