| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 14,616 | $423,846.52 | $510,536.88 | $86,690.36 | 20.45% |
Amy Ardeel Icon Wealth Advisors LLC | 54,894 | $1.72M | $1.93M | $209,560.36 | 12.21% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,742 | $390,497.11 | $370,384.16 | -$20,112.95 | -5.15% |
Bepin Serraj Richard W. Paul & Associates LLC | 7,416 | $267,792.05 | $259,893.72 | -$7,898.33 | -2.95% |
Robert Hackenberg Northeast Financial Group Inc. | 14,806 | $501,775 | $512,657.75 | $10,882.75 | 2.17% |
Paul B. Ordonio Park Place Capital Corp. | 8,197 | $253,312.89 | $283,862.11 | $30,549.22 | 12.06% |
Kevin Kroskey True Wealth Design LLC | 1,392 | $50,599.82 | $47,996.16 | -$2,603.66 | -5.15% |
Petros Toseland Portman Square Capital LLP | 9,909 | $360,192.12 | $341,662.32 | -$18,529.8 | -5.14% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 146,547 | $5.48M | $5.14M | -$344,858.37 | -6.29% |
| JC Jared Calvert Buck Wealth Strategies LLC | 2,362 | $85,859 | $81,784.25 | -$4,074.75 | -4.75% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 6,131 | $205,118.5 | $214,922.2 | $9,803.7 | 4.78% |
| DD Damir Durkovic Entropy Technologies, LP | 185,141 | $6.73M | $6.38M | -$345,287.62 | -5.13% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 772 | $27,962.18 | $26,637.86 | -$1,324.32 | -4.74% |
Courtney Holt Compound Planning, Inc. | 11,672 | $343,722.08 | $404,493.16 | $60,771.08 | 17.68% |
Katherine Stoner Empower Advisory Group, LLC | 2.73M | $79.34M | $95.64M | $16.3M | 20.55% |
Nemes Rush Group LLC Nemes Rush Group LLC | 60 | $2,292 | $2,080.5 | -$211.5 | -9.23% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 7,323 | $201,606.82 | $253,595.49 | $51,988.67 | 25.79% |
John Shanley Aspect Partners, LLC | 84 | $2,500.81 | $2,946.3 | $445.49 | 17.81% |
Tony Macafee UniSuper Management Pty Ltd | 483,461 | $17.28M | $16.94M | -$337,313.32 | -1.95% |
Norden Group LLC NORDEN GROUP LLC | 12,582 | $428,709.04 | $441,502.38 | $12,793.34 | 2.98% |