| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 11,122 | $2.75M | $3.54M | $788,575.59 | 28.66% |
Katherine Stoner Empower Advisory Group, LLC | 2,001 | $330,101.84 | $616,308 | $286,206.16 | 86.7% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3 | $826 | $915 | $89 | 10.77% |
John Shanley Aspect Partners, LLC | 24 | $4,636.46 | $7,639.2 | $3,002.74 | 64.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,717 | $483,490.15 | $546,521.08 | $63,030.93 | 13.04% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 1,063 | $332,868 | $327,404 | -$5,464 | -1.64% |
Norden Group LLC NORDEN GROUP LLC | 1,106 | $332,316.19 | $352,039.79 | $19,723.6 | 5.94% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,837 | $785,605.77 | $1.22M | $435,711.29 | 55.46% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,234 | $302,732.07 | $380,072 | $77,339.93 | 25.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,083 | $2.11M | $2.57M | $466,024.03 | 22.12% |
Anthony Moeller MN Wealth Advisors, LLC | 918 | $287,439.3 | $292,199.39 | $4,760.09 | 1.66% |
Matthew Wright Disciplina Capital Management LLC | 154 | $31,749.97 | $49,276.92 | $17,526.95 | 55.2% |
Mathieu Cornu Pictet Asset Management Holding SA | 117,657 | $18.29M | $37.45M | $19.16M | 104.74% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 163 | $28,660.17 | $51,882.9 | $23,222.73 | 81.03% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 59,616 | $18.67M | $18.98M | $307,632.03 | 1.65% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 4,697 | $1.32M | $1.54M | $219,269.42 | 16.63% |
Jae Cho Marex Group plc | 798 | $222,578.06 | $243,390 | $20,811.94 | 9.35% |
NICOLE MARTIN Arlington Trust Co LLC | 27 | $3,641.94 | $8,594.1 | $4,952.16 | 135.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,711 | $1.31M | $1.5M | $185,497.06 | 14.12% |
Syon Capital LLC SYON CAPITAL LLC | 4,598 | $1.01M | $1.4M | $391,948.03 | 38.79% |