| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 15,031 | $1.13M | $1.23M | $98,699.81 | 8.71% |
Courtney Holt Compound Planning, Inc. | 7,692 | $607,960.36 | $630,128.64 | $22,168.28 | 3.65% |
Katherine Stoner Empower Advisory Group, LLC | 1.15M | $87.49M | $95.11M | $7.62M | 8.71% |
Nemes Rush Group LLC Nemes Rush Group LLC | 21 | $1,854.09 | $1,724.73 | -$129.36 | -6.98% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,949 | $265,057.87 | $244,634.29 | -$20,423.58 | -7.71% |
John Shanley Aspect Partners, LLC | 81 | $6,318.14 | $6,749.73 | $431.59 | 6.83% |
Bradley H. Owens LJI Wealth Management, LLC | 3,798 | $293,314.52 | $315,955.62 | $22,641.1 | 7.72% |
Tony Macafee UniSuper Management Pty Ltd | 72,806 | $5.96M | $6.05M | $87,187.21 | 1.46% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 2,853 | $213,208.26 | $233,746.29 | $20,538.03 | 9.63% |
Norden Group LLC NORDEN GROUP LLC | 4,085 | $342,565.88 | $340,362.2 | -$2,203.68 | -0.64% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 58,981 | $5.24M | $4.89M | -$346,656.78 | -6.62% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 9,023 | $695,010.96 | $739,209.27 | $44,198.31 | 6.36% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,821 | $954,307 | $818,776.77 | -$135,530.23 | -14.2% |
Denise Reinert CGC Financial Services, LLC | 138 | $10,045.99 | $11,439.51 | $1,393.52 | 13.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,412 | $2.82M | $2.82M | -$3,232.06 | -0.11% |
David Skalicky INSPIRE TRUST CO, N.A. | 89,500 | $7.54M | $7.31M | -$233,977 | -3.1% |
Mukunda Loprinzi Meketa Capital, LLC | 11,003 | $965,183 | $914,239.27 | -$50,943.73 | -5.28% |
Mathieu Cornu Pictet Asset Management Holding SA | 4.09M | $287.43M | $335.39M | $47.96M | 16.69% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 47,929 | $3.53M | $3.93M | $401,577.44 | 11.38% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 102 | $7,660.03 | $8,507.82 | $847.79 | 11.07% |