| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob Going Alpine Bank Wealth Management | 1,287 | $273,127 | $295,958.53 | $22,831.53 | 8.36% |
| CWL Channel Wealth LLC Channel Wealth LLC | 19,050 | $4.54M | $4.41M | -$126,301.69 | -2.78% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 12 | $2,752 | $2,795.04 | $43.04 | 1.56% |
Able Financial Group LLC ABLE Financial Group, LLC | 2,339 | $489,362.25 | $541,829.33 | $52,467.08 | 10.72% |
Courtney Holt Compound Planning, Inc. | 2,624 | $486,923.51 | $609,371.52 | $122,448.01 | 25.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 12 | $2,859 | $2,790.66 | -$68.34 | -2.39% |
John Shanley Aspect Partners, LLC | 20 | $3,344.6 | $4,697.6 | $1,353 | 40.45% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,242 | $258,139.56 | $289,199.7 | $31,060.14 | 12.03% |
Tony Macafee UniSuper Management Pty Ltd | 57,529 | $11.23M | $13.23M | $2M | 17.81% |
John Hayes LongView Wealth Management | 2,506 | $460,961.46 | $580,514.87 | $119,553.41 | 25.94% |
Andrew Halac Talon Private Wealth, LLC | 11,263 | $2.32M | $2.61M | $285,888.45 | 12.31% |
Norden Group LLC NORDEN GROUP LLC | 856 | $203,995 | $198,322.36 | -$5,672.64 | -2.78% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 2,153 | $428,555.33 | $495,103.9 | $66,548.57 | 15.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,333 | $283,751.4 | $306,536.69 | $22,785.29 | 8.03% |
Mathieu Cornu Pictet Asset Management Holding SA | 336,686 | $55.63M | $78.31M | $22.68M | 40.77% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 12,529 | $2.3M | $2.92M | $618,906.48 | 26.87% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $3,352.91 | $4,657.1 | $1,304.19 | 38.9% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 53,024 | $10.58M | $12.33M | $1.75M | 16.59% |
NICOLE MARTIN Arlington Trust Co LLC | 62 | $12,840.03 | $14,522.57 | $1,682.54 | 13.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,354 | $743,886.14 | $780,408.72 | $36,522.58 | 4.91% |