| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 243 | $17,103.53 | $16,305.3 | -$798.23 | -4.67% |
| PIL PFG Investments LLC PFG Investments LLC | 16,212 | $1M | $1.09M | $88,153.84 | 8.8% |
| JC Jared Calvert Buck Wealth Strategies LLC | 49 | $3,735 | $3,297.21 | -$437.79 | -11.72% |
Jacob Going Alpine Bank Wealth Management | 446 | $34,025 | $30,109.46 | -$3,915.54 | -11.51% |
| DD Damir Durkovic Entropy Technologies, LP | 53,131 | $3.88M | $3.57M | -$310,367.71 | -7.99% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 37 | $2,710.08 | $2,481.59 | -$228.49 | -8.43% |
Alexandra Stickelman Root Financial Partners, LLC | 3,117 | $212,354.46 | $210,428.67 | -$1,925.79 | -0.91% |
Courtney Holt Compound Planning, Inc. | 11,769 | $785,333.69 | $792,053.7 | $6,720.01 | 0.86% |
John Shanley Aspect Partners, LLC | 1,611 | $82,644.2 | $109,966.86 | $27,322.66 | 33.06% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,135 | $205,387.99 | $211,377.37 | $5,989.38 | 2.92% |
Tony Macafee UniSuper Management Pty Ltd | 488,283 | $34.59M | $32.96M | -$1.63M | -4.7% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 3,227 | $246,188 | $217,854.77 | -$28,333.23 | -11.51% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 5,543 | $341,359.49 | $374,207.93 | $32,848.44 | 9.62% |
Peter Sigismondi Ramirez Asset Management, Inc. | 57,389 | $3.12M | $3.87M | $758,072.38 | 24.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,862 | $633,445.28 | $665,783.62 | $32,338.34 | 5.11% |
Mathieu Cornu Pictet Asset Management Holding SA | 3.34M | $180.5M | $223.79M | $43.28M | 23.98% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 38 | $1,989.66 | $2,550.37 | $560.71 | 28.18% |
Kevin Orr Centennial Bank/AR/ | 7,400 | $410,132 | $499,574 | $89,442 | 21.81% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 11,340 | $650,857.74 | $763,182 | $112,324.26 | 17.26% |
Jae Cho Marex Group plc | 2,784 | $212,391 | $187,669.44 | -$24,721.56 | -11.64% |