| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 5,702 | $389,837.93 | $379,639.73 | -$10,198.2 | -2.62% |
Courtney Holt Compound Planning, Inc. | 6,868 | $371,143.68 | $457,272.13 | $86,128.45 | 23.21% |
John Shanley Aspect Partners, LLC | 100 | $3,576.77 | $7,620 | $4,043.23 | 113.04% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,615 | $424,815 | $441,385.87 | $16,570.87 | 3.9% |
Annmarie Young KPP Advisory Services LLC | 14,350 | $994,740.96 | $957,503.75 | -$37,237.21 | -3.74% |
Tony Macafee UniSuper Management Pty Ltd | 8,600 | $438,246 | $573,620 | $135,374 | 30.89% |
Elliot Kallen Prosperity Wealth Management, Inc. | 13,472 | $534,981.41 | $898,919.2 | $363,937.79 | 68.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,636 | $1.53M | $1.73M | $207,245.92 | 13.58% |
Mathieu Cornu Pictet Asset Management Holding SA | 193,205 | $9.26M | $12.87M | $3.61M | 39.03% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 21 | $1,120 | $1,602.4 | $482.4 | 43.07% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 36,716 | $1.79M | $2.5M | $713,746.12 | 39.86% |
Jae Cho Marex Group plc | 403,943 | $14.45M | $26.9M | $12.45M | 86.19% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,920 | $342,869.85 | $329,689.2 | -$13,180.65 | -3.84% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 9,320 | $446,522 | $624,533.2 | $178,011.2 | 39.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,537 | $247,531 | $440,659.17 | $193,128.17 | 78.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,509 | $3.09M | $3.52M | $433,191.65 | 14.04% |
Joseph C. Gissy Tactive Advisors, LLC | 8,253 | $340,465.23 | $549,649.8 | $209,184.57 | 61.44% |
Amir Har-El Savvy Advisors, Inc. | 4,300 | $276,151 | $289,347 | $13,196 | 4.78% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 91 | $5,844 | $6,123.39 | $279.39 | 4.78% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,271 | $193,520.99 | $354,922.78 | $161,401.79 | 83.4% |