| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dempsey DHK Financial Advisors Inc. | 18,013 | $852,756.13 | $1.18M | $324,033.16 | 38% |
CJ Harrison DecisionPoint Financial LLC | 3 | $232 | $205.05 | -$26.95 | -11.62% |
Anita Woodhouse V-Square Quantitative Management LLC | 572 | $44,845 | $39,133.38 | -$5,711.62 | -12.74% |
Vyoma Patel Strata Wealth Advisors LLC | 15,865 | $809,265.45 | $1.09M | $276,535.15 | 34.17% |
Mariana Coli Dunhill Financial LLC | 22 | $1,690.4 | $1,503.37 | -$187.03 | -11.06% |
Drew Phillips Fortitude Family Office LLC | 53 | $4,048.32 | $3,621.75 | -$426.57 | -10.54% |
Brian Matter Creative Capital Management Investments LLC | 24 | $1,875.6 | $1,641.96 | -$233.64 | -12.46% |
Ashley Buboltz Moran Wealth Management LLC | 64,879 | $3.88M | $4.44M | $553,742.23 | 14.25% |
David Smith Linden Thomas Advisory Services LLC | 20,097 | $1.58M | $1.37M | -$201,975.05 | -12.82% |
Kevin Kroskey True Wealth Design LLC | 18 | $1,294.91 | $1,229.67 | -$65.24 | -5.04% |
Scott Boyce Decker Retirement Planning Inc. | 5 | $381 | $342.17 | -$38.83 | -10.19% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 25 | $1,888.6 | $1,770.25 | -$118.35 | -6.27% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,892 | $258,198 | $188,934.36 | -$69,263.64 | -26.83% |
Courtney Holt Compound Planning, Inc. | 5,473 | $368,502.89 | $357,551.09 | -$10,951.8 | -2.97% |
Nemes Rush Group LLC Nemes Rush Group LLC | 16 | $1,428 | $1,056.96 | -$371.04 | -25.98% |
Bruce Berger Linonia Partnership LP | 6.62M | $391.01M | $437.62M | $46.61M | 11.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,757 | $579,215.4 | $506,764.81 | -$72,450.59 | -12.51% |
Mathieu Cornu Pictet Asset Management Holding SA | 31,853 | $1.68M | $2.08M | $402,294.02 | 23.97% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $901.6 | $1,110.61 | $209.01 | 23.18% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,377 | $382,759.38 | $285,949.41 | -$96,809.97 | -25.29% |