| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Buboltz Moran Wealth Management LLC | 17,042 | $1.3M | $3.31M | $2.01M | 155.08% |
Kevin Kroskey True Wealth Design LLC | 93 | $17,984.13 | $17,552.82 | -$431.31 | -2.4% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 17,157 | $2.96M | $3.07M | $106,041.35 | 3.58% |
| PIL PFG Investments LLC PFG Investments LLC | 858 | $206,271.78 | $157,949.22 | -$48,322.56 | -23.43% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,222 | $293,781.02 | $237,459.05 | -$56,321.97 | -19.17% |
Courtney Holt Compound Planning, Inc. | 4,545 | $309,018.78 | $828,508.05 | $519,489.27 | 168.11% |
Katherine Stoner Empower Advisory Group, LLC | 5,812 | $544,230.33 | $1.13M | $585,157.57 | 107.52% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,034 | $729,403.94 | $544,329.94 | -$185,074 | -25.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,504 | $157,207.57 | $292,257.3 | $135,049.73 | 85.91% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,219 | $559,130.96 | $1.55M | $992,123.1 | 177.44% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $954.44 | $3,172.62 | $2,218.18 | 232.41% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 993 | $238,727.13 | $180,269.22 | -$58,457.91 | -24.49% |
Jae Cho Marex Group plc | 1,483 | $356,528.03 | $264,634.08 | -$91,893.95 | -25.77% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,942 | $483,475.75 | $919,953.3 | $436,477.55 | 90.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,295 | $213,427.09 | $244,418.3 | $30,991.21 | 14.52% |
Charles Corkery PUREfi Wealth, LLC | 1,178 | $283,202.98 | $249,488.61 | -$33,714.37 | -11.9% |
Amir Har-El Savvy Advisors, Inc. | 1,844 | $222,449.05 | $335,626.44 | $113,177.39 | 50.88% |
United Advisor Group LLC United Advisor Group, LLC | 841 | $202,184.81 | $163,423.13 | -$38,761.68 | -19.17% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $1,202.05 | $891.95 | -$310.1 | -25.8% |
Darin Sadow Freestone Grove Partners LP | 80,274 | $14.91M | $14.37M | -$534,890.42 | -3.59% |