| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 38,597 | $486,789.69 | $675,933.82 | $189,144.13 | 38.86% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7,667 | $68,413.29 | $134,269.1 | $65,855.81 | 96.26% |
John Shanley Aspect Partners, LLC | 849 | $15,715.58 | $15,171.63 | -$543.95 | -3.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,826 | $572,150.89 | $399,569.13 | -$172,581.76 | -30.16% |
Tony Macafee UniSuper Management Pty Ltd | 22,000 | $580,520 | $385,110 | -$195,410 | -33.66% |
Norden Group LLC NORDEN GROUP LLC | 10,964 | $282,908.52 | $191,924.82 | -$90,983.7 | -32.16% |
Bradley Harsch Strategic Advocates LLC | 27 | $314.01 | $472.63 | $158.62 | 50.51% |
Elliot Kallen Prosperity Wealth Management, Inc. | 19,900 | $271,622.33 | $348,349.5 | $76,727.17 | 28.25% |
| AA Andrew Alkon EntryPoint Capital, LLC | 36,764 | $758,290.09 | $641,237.69 | -$117,052.4 | -15.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,777 | $695,207.84 | $462,706.56 | -$232,501.28 | -33.44% |
Mathieu Cornu Pictet Asset Management Holding SA | 468,089 | $10.19M | $8.16M | -$2.03M | -19.89% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 171 | $1,762.69 | $3,091.15 | $1,328.46 | 75.37% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 145,955 | $2.28M | $2.54M | $253,662.1 | 11.12% |
Jae Cho Marex Group plc | 958,766 | $26.39M | $16.72M | -$9.67M | -36.64% |
Kevin Bresler TD Waterhouse Canada Inc. | 24,394 | $624,763.33 | $426,041.21 | -$198,722.12 | -31.81% |
Mark Romin Lakeshore Financial Planning, Inc. | 92,277 | $1.28M | $1.61M | $330,153.86 | 25.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 128,981 | $1.38M | $2.26M | $876,374.17 | 63.29% |
Scott McMillan White Wing Wealth Management | 13,466 | $254,741.83 | $234,873.97 | -$19,867.86 | -7.8% |
Ann Keitner Quantum Portfolio Management LLC | 54,976 | $1.32M | $963,751.27 | -$357,238.45 | -27.04% |
United Advisor Group LLC United Advisor Group, LLC | 10,136 | $160,960 | $177,688.13 | $16,728.13 | 10.39% |