| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 238,693 | $3.4M | $3.52M | $123,359.52 | 3.63% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 466 | $6,099.97 | $6,896.8 | $796.83 | 13.06% |
Courtney Holt Compound Planning, Inc. | 44,475 | $597,785.55 | $663,122.25 | $65,336.7 | 10.93% |
Peter Sigismondi Ramirez Asset Management, Inc. | 133,386 | $1.84M | $1.94M | $105,670.51 | 5.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,414 | $465,934.75 | $498,871.02 | $32,936.27 | 7.07% |
Mathieu Cornu Pictet Asset Management Holding SA | 4.9M | $63.24M | $72.19M | $8.95M | 14.15% |
Christine C. Devocelle University of Illinois Foundation | 1.31M | $19.21M | $19.03M | -$185,492.85 | -0.97% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 23,678 | $316,338 | $352,920.59 | $36,582.59 | 11.56% |
Jae Cho Marex Group plc | 447,246 | $6.11M | $6.63M | $520,390.14 | 8.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,227 | $275,681.4 | $284,271.19 | $8,589.79 | 3.12% |
Syon Capital LLC SYON CAPITAL LLC | 165,523 | $2.61M | $2.47M | -$141,409.91 | -5.42% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,542 | $65,343.41 | $66,131.52 | $788.11 | 1.21% |
| MC Megan Claucherty Kodai Capital Management LP | 1.29M | $13.25M | $19.17M | $5.92M | 44.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 46,245 | $765,810.73 | $673,327.2 | -$92,483.53 | -12.08% |
James Rankin Modern Wealth Management, LLC | 35,914 | $518,597.87 | $534,939.03 | $16,341.16 | 3.15% |
David Vollmer PFS Partners, LLC | 518 | $2,566.48 | $7,516.18 | $4,949.7 | 192.86% |
Ann Keitner Quantum Portfolio Management LLC | 28,132 | $302,548.34 | $408,476.64 | $105,928.3 | 35.01% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 185 | $2,471.57 | $2,676.02 | $204.45 | 8.27% |
Raymond Debbane Siren, L.L.C. | 25,000 | $359,250 | $368,375 | $9,125 | 2.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,931 | $172,758 | $188,921.91 | $16,163.91 | 9.36% |