| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DD Damir Durkovic Entropy Technologies, LP | 17,504 | $5.09M | $4.19M | -$894,541.56 | -17.59% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 56 | $16,928.19 | $13,515.6 | -$3,412.59 | -20.16% |
Alexandra Stickelman Root Financial Partners, LLC | 911 | $284,112.87 | $221,978.81 | -$62,134.06 | -21.87% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,654 | $843,554.93 | $645,957.06 | -$197,597.87 | -23.42% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,674 | $352,972.66 | $408,389.04 | $55,416.38 | 15.7% |
Courtney Holt Compound Planning, Inc. | 8,090 | $2.17M | $1.95M | -$218,372.53 | -10.07% |
Katherine Stoner Empower Advisory Group, LLC | 340,136 | $70.42M | $82.92M | $12.5M | 17.75% |
Nemes Rush Group LLC Nemes Rush Group LLC | 29,609 | $6.1M | $7.12M | $1.02M | 16.68% |
Ian Wang Plato Investment Management Ltd | 7,585 | $2.07M | $1.85M | -$218,004.63 | -10.55% |
John Shanley Aspect Partners, LLC | 36 | $7,582.15 | $8,815.32 | $1,233.17 | 16.26% |
Nancy Smetek Arcataur Capital Management LLC | 1,458 | $286,854.78 | $352,063.26 | $65,208.48 | 22.73% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,318 | $1.59M | $1.76M | $171,711.16 | 10.83% |
Annmarie Young KPP Advisory Services LLC | 1,526 | $443,369 | $372,252.44 | -$71,116.56 | -16.04% |
Tony Macafee UniSuper Management Pty Ltd | 20,832 | $5.08M | $5.08M | $3,502.15 | 0.07% |
Thomas Healy PFW Advisors LLC | 3,532 | $711,626.61 | $849,446 | $137,819.39 | 19.37% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 17,748 | $4.55M | $4.32M | -$231,395.63 | -5.08% |
Andrew Halac Talon Private Wealth, LLC | 9,700 | $2.1M | $2.36M | $265,247.58 | 12.65% |
Andrew Agosta Prosperity Financial Group, Inc. | 883 | $271,032.26 | $216,048.02 | -$54,984.24 | -20.29% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,028 | $1.69M | $1.47M | -$218,932.55 | -12.97% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,055 | $306,572 | $258,949.75 | -$47,622.25 | -15.53% |