| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 1,596 | $134,054.68 | $442,203.72 | $308,149.04 | 229.87% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,689 | $386,932.92 | $467,971.23 | $81,038.31 | 20.94% |
| MV Moises Valladares Insigneo Advisory Services LLC | 1,970 | $344,595.24 | $544,862.6 | $200,267.36 | 58.12% |
John Canning Mi LLCreek Capital Advisors LLC | 1,123 | $257,209.98 | $310,273.67 | $53,063.69 | 20.63% |
Kevin Kroskey True Wealth Design LLC | 723 | $107,048.23 | $200,538.51 | $93,490.28 | 87.33% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 40 | $8,000 | $11,076.6 | $3,076.6 | 38.46% |
| KB Kyle Bubeck TrueMark Investments LLC | 6,530 | $961,410.56 | $1.81M | $846,844.39 | 88.08% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 109 | $29,589 | $30,078.55 | $489.55 | 1.65% |
Alexandra Stickelman Root Financial Partners, LLC | 110 | $19,236.8 | $30,354.5 | $11,117.7 | 57.79% |
Courtney Holt Compound Planning, Inc. | 2,656 | $454,809.4 | $732,923.2 | $278,113.8 | 61.15% |
John Shanley Aspect Partners, LLC | 12 | $1,932 | $3,328.44 | $1,396.44 | 72.28% |
Tony Macafee UniSuper Management Pty Ltd | 2,600 | $411,506 | $716,716.52 | $305,210.52 | 74.17% |
Robert Green LECAP ASSET MANAGEMENT LTD | 1,207 | $241,388 | $332,721.86 | $91,333.86 | 37.84% |
Peter Sigismondi Ramirez Asset Management, Inc. | 200 | $18,292 | $55,132.04 | $36,840.04 | 201.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,424 | $500,822.03 | $657,849.38 | $157,027.35 | 31.35% |
Mathieu Cornu Pictet Asset Management Holding SA | 48,927 | $5.57M | $13.5M | $7.92M | 142.1% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 9 | $1,315.43 | $2,478.69 | $1,163.26 | 88.43% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 14,691 | $2.89M | $3.97M | $1.08M | 37.17% |
Jae Cho Marex Group plc | 2,181 | $475,084.49 | $601,628.85 | $126,544.36 | 26.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,492 | $526,302.59 | $1.24M | $716,229.53 | 136.09% |