| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 790 | $275,860.1 | $286,540.9 | $10,680.8 | 3.87% |
Jacob Going Alpine Bank Wealth Management | 750 | $285,155.27 | $277,259.99 | -$7,895.28 | -2.77% |
| DD Damir Durkovic Entropy Technologies, LP | 55,371 | $18.45M | $20.02M | $1.57M | 8.53% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 40 | $13,173.56 | $13,634 | $460.44 | 3.5% |
Jorge Paganin Abacus Wealth Partners, LLC | 833 | $269,878.64 | $283,928.06 | $14,049.42 | 5.21% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 652 | $224,497 | $222,234.21 | -$2,262.79 | -1.01% |
Staci Compagno Portside Wealth Group, LLC | 834 | $268,051.52 | $284,268.91 | $16,217.39 | 6.05% |
Courtney Holt Compound Planning, Inc. | 5,227 | $1.78M | $1.78M | -$444.09 | -0.02% |
Katherine Stoner Empower Advisory Group, LLC | 289,805 | $75.85M | $104.39M | $28.54M | 37.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 9,950 | $3.39M | $3.57M | $183,496.64 | 5.41% |
Ian Wang Plato Investment Management Ltd | 13,298 | $4.52M | $4.92M | $391,565.93 | 8.65% |
John Shanley Aspect Partners, LLC | 59 | $19,249.04 | $20,110.15 | $861.11 | 4.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $765.19 | $1,022.55 | $257.36 | 33.63% |
James Aldige Clio Asset Management LLC | 16,610 | $4.43M | $5.66M | $1.23M | 27.85% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 703 | $261,524.05 | $239,617.56 | -$21,906.49 | -8.38% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 940 | $313,929.74 | $320,399.01 | $6,469.27 | 2.06% |
Annmarie Young KPP Advisory Services LLC | 586 | $201,772 | $199,738.11 | -$2,033.89 | -1.01% |
Tony Macafee UniSuper Management Pty Ltd | 199,653 | $64.17M | $71.7M | $7.52M | 11.72% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 21,924 | $8.37M | $7.47M | -$894,570.54 | -10.69% |
Invesco LLC INVESCO, LLC | 16,177 | $4.32M | $5.51M | $1.19M | 27.56% |