| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 11 | $240 | $257.45 | $17.45 | 7.27% |
Kevin Kroskey True Wealth Design LLC | 477 | $10,402.38 | $11,047.32 | $644.94 | 6.2% |
Jill Batley Gateway Wealth Partners LLC | 13,664 | $289,008 | $320,625.76 | $31,617.76 | 10.94% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 66,261 | $1.3M | $1.55M | $254,628.91 | 19.58% |
| PIL PFG Investments LLC PFG Investments LLC | 125,937 | $2.51M | $2.95M | $434,306.43 | 17.28% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 9,875 | $220,804.85 | $231,173.75 | $10,368.9 | 4.7% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 359 | $8,028 | $8,402.39 | $374.39 | 4.66% |
Alexandra Stickelman Root Financial Partners, LLC | 1,330 | $28,175.07 | $31,128.65 | $2,953.58 | 10.48% |
Courtney Holt Compound Planning, Inc. | 25,636 | $530,073.39 | $600,010.58 | $69,937.19 | 13.19% |
Chad Tobin Slagle Financial, LLC | 167,973 | $3.22M | $3.93M | $711,479.14 | 22.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,347 | $409,195 | $452,816.53 | $43,621.53 | 10.66% |
Tony Macafee UniSuper Management Pty Ltd | 13,600 | $299,135 | $318,308 | $19,173 | 6.41% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 216,252 | $4.57M | $5.07M | $494,135.63 | 10.8% |
Norden Group LLC NORDEN GROUP LLC | 60,103 | $1.26M | $1.41M | $146,655.81 | 11.63% |
Elliot Kallen Prosperity Wealth Management, Inc. | 17,760 | $366,241.44 | $415,850.4 | $49,608.96 | 13.55% |
| AA Andrew Alkon EntryPoint Capital, LLC | 33,677 | $724,214.92 | $789,052.11 | $64,837.19 | 8.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 88,469 | $1.82M | $2.04M | $212,248.42 | 11.64% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 1,085 | $21,775.96 | $25,405.27 | $3,629.31 | 16.67% |
Mathieu Cornu Pictet Asset Management Holding SA | 374,434 | $7.16M | $8.77M | $1.61M | 22.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 386,259 | $7.69M | $8.87M | $1.17M | 15.24% |