| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 24,361 | $1.31M | $1.49M | $177,835.3 | 13.53% |
Kevin Kroskey True Wealth Design LLC | 37 | $2,119.18 | $2,265.88 | $146.7 | 6.92% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 150 | $8,091 | $9,186 | $1,095 | 13.53% |
Courtney Holt Compound Planning, Inc. | 3,577 | $255,808.5 | $219,055.48 | -$36,753.02 | -14.37% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,740 | $682,382.79 | $657,717.6 | -$24,665.19 | -3.61% |
Driton Bilali Ilex Capital Partners (UK) LLP | 94,201 | $5.08M | $6.01M | $925,995.83 | 18.22% |
Norden Group LLC NORDEN GROUP LLC | 19,043 | $1.03M | $1.17M | $139,013.9 | 13.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 388 | $24,757.77 | $23,761.12 | -$996.65 | -4.03% |
Mathieu Cornu Pictet Asset Management Holding SA | 13,090 | $900,086.75 | $801,631.6 | -$98,455.15 | -10.94% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 12 | $837.07 | $734.88 | -$102.19 | -12.21% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 9,513 | $631,249.33 | $582,576.12 | -$48,673.21 | -7.71% |
James Rankin Modern Wealth Management, LLC | 4,725 | $254,866.5 | $301,313.25 | $46,446.75 | 18.22% |
Curtis Burkholder Bare Financial Services, Inc | 87 | $5,246.59 | $5,327.88 | $81.29 | 1.55% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,762 | $112,733 | $107,904.88 | -$4,828.12 | -4.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 39 | $2,511.81 | $2,454.27 | -$57.54 | -2.29% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,735 | $269,741.67 | $228,731.4 | -$41,010.27 | -15.2% |
Jeff Kautz QSV Equity Investors LLC | 8,739 | $583,509.84 | $535,176.36 | -$48,333.48 | -8.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 18,027 | $1.27M | $1.13M | -$134,133.12 | -10.57% |
Angela Mari Abich Financial Wealth Management LLC | 1,769 | $115,374 | $108,333.56 | -$7,040.44 | -6.1% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 172 | $13,765.57 | $10,533.28 | -$3,232.29 | -23.48% |