| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LK Lenny Kisin Applied Capital LLC/FL | 59,545 | $2.19M | $2.3M | $112,074.5 | 5.11% |
Kevin Kroskey True Wealth Design LLC | 1,390 | $58,062.73 | $53,751.3 | -$4,311.43 | -7.43% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 21,064 | $535,905.36 | $819,705.56 | $283,800.2 | 52.96% |
Jacob Going Alpine Bank Wealth Management | 689 | $27,970.17 | $27,325.74 | -$644.43 | -2.3% |
| DD Damir Durkovic Entropy Technologies, LP | 59,139 | $2.42M | $2.28M | -$136,019.82 | -5.62% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 839 | $32,814.06 | $32,486.08 | -$327.98 | -1% |
Courtney Holt Compound Planning, Inc. | 9,030 | $301,225.53 | $349,912.5 | $48,686.97 | 16.16% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51 | $2,328 | $1,975.74 | -$352.26 | -15.13% |
Shawn Scholz Impact Partnership Wealth, LLC | 28,489 | $1.19M | $1.11M | -$76,375.96 | -6.42% |
Chad Tobin Slagle Financial, LLC | 119,704 | $4.9M | $4.63M | -$270,538.37 | -5.52% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 13,320 | $335,264 | $514,884.6 | $179,620.6 | 53.58% |
Robert Green LECAP ASSET MANAGEMENT LTD | 19,346 | $791,638 | $756,041.68 | -$35,596.32 | -4.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,671 | $747,837.38 | $722,007.57 | -$25,829.81 | -3.45% |
Mathieu Cornu Pictet Asset Management Holding SA | 36,022 | $1.08M | $1.39M | $313,737.79 | 29.07% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 68 | $2,033.98 | $2,696.88 | $662.9 | 32.59% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,188 | $771,096.13 | $742,383.72 | -$28,712.41 | -3.72% |
Jesse Steele Etesian Wealth Advisors, Inc. | 24,272 | $590,439.71 | $946,850.72 | $356,411.01 | 60.36% |
NICOLE MARTIN Arlington Trust Co LLC | 190 | $7,775 | $7,509.75 | -$265.25 | -3.41% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 30,620 | $1.17M | $1.18M | $17,699.32 | 1.52% |
Syon Capital LLC SYON CAPITAL LLC | 10,741 | $465,179.53 | $416,428.57 | -$48,750.96 | -10.48% |