| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 435 | $38,197.24 | $38,775.9 | $578.66 | 1.51% |
Gregory Bosch Strategies Wealth Advisors, LLC | 6,787 | $625,643.36 | $614,698.59 | -$10,944.77 | -1.75% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 600 | $53,580 | $54,222 | $642 | 1.2% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,639 | $416,924.81 | $421,012.44 | $4,087.63 | 0.98% |
Eugene Donato KENNEDY INVESTMENT GROUP | 10,501 | $789,545.1 | $946,560.14 | $157,015.04 | 19.89% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 7,284 | $674,781.84 | $660,585.96 | -$14,195.88 | -2.1% |
Courtney Holt Compound Planning, Inc. | 23,995 | $2.19M | $2.14M | -$50,793.96 | -2.31% |
Katherine Stoner Empower Advisory Group, LLC | 1.63M | $121.02M | $148.21M | $27.19M | 22.47% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,757 | $156,400.37 | $157,479.91 | $1,079.54 | 0.69% |
Scott Kapusta First County Bank /CT/ | 9,043 | $644,393.74 | $815,000.37 | $170,606.63 | 26.48% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,519 | $336,768 | $319,402.03 | -$17,365.97 | -5.16% |
Chad Tobin Slagle Financial, LLC | 5,098 | $475,818.81 | $455,378.85 | -$20,439.96 | -4.3% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 7,745 | $544,077.03 | $693,138.77 | $149,061.74 | 27.4% |
John Shanley Aspect Partners, LLC | 129 | $11,857.52 | $11,706.75 | -$150.77 | -1.27% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 91 | $8,367.71 | $8,115.38 | -$252.33 | -3.02% |
Driton Bilali Ilex Capital Partners (UK) LLP | 94,864 | $9.08M | $8.55M | -$528,392.04 | -5.82% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,871 | $189,997.8 | $259,394.85 | $69,397.05 | 36.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 74,037 | $6.77M | $6.62M | -$146,441.98 | -2.16% |
Annmarie Young KPP Advisory Services LLC | 10,635 | $759,858.57 | $964,754.02 | $204,895.45 | 26.96% |
Tony Macafee UniSuper Management Pty Ltd | 122,164 | $10.33M | $11.08M | $753,515.13 | 7.3% |