| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ira Ravitz Beverly Hills Private Wealth LLC | 55,849 | $3.48M | $3.8M | $319,246.15 | 9.17% |
Paul B. Ordonio Park Place Capital Corp. | 658 | $25,648.86 | $44,000.46 | $18,351.6 | 71.55% |
Kevin Kroskey True Wealth Design LLC | 237 | $17,710.44 | $16,279.53 | -$1,430.91 | -8.08% |
Jacob Going Alpine Bank Wealth Management | 337 | $23,512 | $22,767.72 | -$744.28 | -3.17% |
| DD Damir Durkovic Entropy Technologies, LP | 77,625 | $5.4M | $5.23M | -$172,481.73 | -3.19% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 457 | $32,247.4 | $31,229.09 | -$1,018.31 | -3.16% |
Courtney Holt Compound Planning, Inc. | 3,199 | $233,363.17 | $217,979.86 | -$15,383.31 | -6.59% |
MATTHEW HALL Hill Investment Group Partners, LLC | 12,778 | $891,521 | $855,742.66 | -$35,778.34 | -4.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 9 | $752.25 | $600.43 | -$151.82 | -20.18% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 4,870 | $358,454.91 | $333,181.05 | -$25,273.86 | -7.05% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,061 | $213,566 | $205,882.86 | -$7,683.14 | -3.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,230 | $186,160.4 | $151,194 | -$34,966.4 | -18.78% |
Mathieu Cornu Pictet Asset Management Holding SA | 23,313 | $1.19M | $1.6M | $406,857.78 | 34.06% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 34 | $1,662.53 | $2,297.04 | $634.51 | 38.17% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 26,051 | $1.43M | $1.78M | $345,635.82 | 24.16% |
NICOLE MARTIN Arlington Trust Co LLC | 85 | $6,283 | $5,729.85 | -$553.15 | -8.8% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,815 | $189,937.58 | $260,946 | $71,008.42 | 37.39% |
Syon Capital LLC SYON CAPITAL LLC | 4,798 | $377,551.38 | $321,322.06 | -$56,229.32 | -14.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,038 | $681,021.9 | $880,847.28 | $199,825.38 | 29.34% |
Benj Foor Frazier Financial Advisors, LLC | 141 | $7,077.71 | $9,514.68 | $2,436.97 | 34.43% |