| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 571 | $167,764.33 | $282,645 | $114,880.67 | 68.48% |
Courtney Holt Compound Planning, Inc. | 849 | $353,236.71 | $423,060.94 | $69,824.23 | 19.77% |
Thomas Healy PFW Advisors LLC | 1,079 | $119,006.44 | $536,349.32 | $417,342.88 | 350.69% |
Norden Group LLC NORDEN GROUP LLC | 836 | $260,568.91 | $415,650.84 | $155,081.93 | 59.52% |
Robert Green LECAP ASSET MANAGEMENT LTD | 339 | $218,336 | $169,391.52 | -$48,944.48 | -22.42% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,691 | $1.13M | $1.33M | $202,162.77 | 17.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,304 | $564,315.77 | $649,039.93 | $84,724.16 | 15.01% |
Mathieu Cornu Pictet Asset Management Holding SA | 4,900 | $1.42M | $2.44M | $1.02M | 71.61% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,998.17 | $2,991.12 | $992.95 | 49.69% |
Justin Morgan Visualize Group LP | 51,447 | $27.94M | $25.58M | -$2.36M | -8.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,442 | $633,702.68 | $720,120.38 | $86,417.7 | 13.64% |
NICOLE MARTIN Arlington Trust Co LLC | 94 | $51,053 | $46,741.03 | -$4,311.97 | -8.45% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,576 | $501,784.34 | $787,148.96 | $285,364.62 | 56.87% |
Nitin Wadke Tribune Investment Group LP | 7,470 | $4.81M | $3.71M | -$1.1M | -22.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 459 | $255,348.53 | $228,820.68 | -$26,527.85 | -10.39% |
James Rankin Modern Wealth Management, LLC | 360 | $231,862 | $180,342 | -$51,520 | -22.22% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3 | $1,932 | $1,486.62 | -$445.38 | -23.05% |
CARL LYMANGOOD Petros Family Wealth, LLC | 461 | $144,920.27 | $232,002.86 | $87,082.59 | 60.09% |
Jeffrey McGrath Cetera Trust Company, N.A | 15 | $4,273 | $7,455.3 | $3,182.3 | 74.47% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 858 | $404,277.65 | $427,052.35 | $22,774.7 | 5.63% |