| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 29 | $3,645 | $7,184.46 | $3,539.46 | 97.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 233 | $39,112.07 | $58,625.13 | $19,513.06 | 49.89% |
Staci Compagno Portside Wealth Group, LLC | 2,528 | $317,719 | $625,401.92 | $307,682.92 | 96.84% |
Courtney Holt Compound Planning, Inc. | 2,990 | $375,832 | $746,812.3 | $370,980.3 | 98.71% |
Bradley Harsch Strategic Advocates LLC | 9 | $1,873.27 | $2,238.12 | $364.85 | 19.48% |
| AA Andrew Alkon EntryPoint Capital, LLC | 5,966 | $725,107.8 | $1.48M | $757,413.37 | 104.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,418 | $414,382.14 | $577,902 | $163,519.86 | 39.46% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,200 | $1.42M | $1.57M | $143,336.72 | 10.06% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1 | $205 | $251.92 | $46.92 | 22.89% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,935 | $644,913.37 | $979,500.2 | $334,586.83 | 51.88% |
Chris Kleine Park Capital Management, LLC / WI | 2,204 | $479,701 | $548,090.72 | $68,389.72 | 14.26% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,171 | $572,081.98 | $788,596.28 | $216,514.3 | 37.85% |
Syon Capital LLC SYON CAPITAL LLC | 7,117 | $995,403.64 | $1.76M | $766,729.97 | 77.03% |
| MC Megan Claucherty Kodai Capital Management LP | 16,318 | $3.57M | $4.07M | $508,631.7 | 14.27% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 30,767 | $4.61M | $7.68M | $3.07M | 66.55% |
Benj Foor Frazier Financial Advisors, LLC | 4 | $926 | $992.76 | $66.76 | 7.21% |
Amir Har-El Savvy Advisors, Inc. | 1,669 | $203,981.63 | $416,131.77 | $212,150.14 | 104% |
Taylor Wagner Valued Wealth Advisors LLC | 20 | $4,136.3 | $5,035.66 | $899.36 | 21.74% |
Curtis Burkholder Bare Financial Services, Inc | 101 | $12,654.1 | $25,539.87 | $12,885.77 | 101.83% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $364.58 | $755.35 | $390.77 | 107.18% |