| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 44,424 | $5.19M | $4.8M | -$389,060.21 | -7.5% |
Jenna Laws Evexia Wealth LLC | 6,620 | $581,450.12 | $714,893.8 | $133,443.68 | 22.95% |
Dave Nietfeldt Palo Duro Investment Partners, LP | 63,134 | $4.41M | $6.82M | $2.41M | 54.77% |
Alexandra Stickelman Root Financial Partners, LLC | 446 | $38,333.12 | $47,655.1 | $9,321.98 | 24.32% |
Jorge Paganin Abacus Wealth Partners, LLC | 15,017 | $1.34M | $1.6M | $261,423.62 | 19.46% |
Courtney Holt Compound Planning, Inc. | 2,705 | $235,602.17 | $289,029.25 | $53,427.08 | 22.68% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,464 | $216,244.4 | $263,278.4 | $47,034 | 21.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,596 | $450,451.4 | $576,947.59 | $126,496.19 | 28.08% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.76M | $164.11M | $294.82M | $130.71M | 79.65% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 23 | $1,471.3 | $2,546.1 | $1,074.8 | 73.05% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,492 | $430,437.45 | $468,964.8 | $38,527.35 | 8.95% |
Jae Cho Marex Group plc | 2,283 | $198,872.23 | $243,801.57 | $44,929.34 | 22.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,458 | $514,231.79 | $1.01M | $499,067.12 | 97.05% |
Syon Capital LLC SYON CAPITAL LLC | 2,497 | $217,848.5 | $267,520.34 | $49,671.84 | 22.8% |
Florian Peters denkapparat Operations GmbH | 3,002 | $222,118 | $320,583.58 | $98,465.58 | 44.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 45,626 | $5.58M | $4.87M | -$705,119.38 | -12.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,125 | $858,919 | $763,348.99 | -$95,570.01 | -11.13% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 609 | $34,066.98 | $65,047.29 | $30,980.31 | 90.94% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,741 | $97,966 | $186,524.99 | $88,558.99 | 90.4% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 97 | $11,693 | $10,360.57 | -$1,332.43 | -11.4% |