| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 1,071 | $898,954 | $472,776.88 | -$426,177.12 | -47.41% |
| JC Jared Calvert Buck Wealth Strategies LLC | 16 | $13,430 | $6,889.2 | -$6,540.8 | -48.7% |
| DD Damir Durkovic Entropy Technologies, LP | 5,622 | $1.72M | $2.4M | $681,499.04 | 39.58% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,725 | $195,287.38 | $770,609.25 | $575,321.87 | 294.6% |
Jorge Paganin Abacus Wealth Partners, LLC | 765 | $242,248.04 | $328,529.25 | $86,281.21 | 35.62% |
Staci Compagno Portside Wealth Group, LLC | 2,220 | $428,482.57 | $945,842.1 | $517,359.53 | 120.74% |
Courtney Holt Compound Planning, Inc. | 337 | $283,069 | $145,034.69 | -$138,034.31 | -48.76% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,500 | $195,300 | $1.51M | $1.32M | 674.56% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 23 | $2,604 | $10,263.75 | $7,659.75 | 294.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 648 | $263,910.72 | $281,925.36 | $18,014.64 | 6.83% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 4,980 | $1.53M | $2.14M | $614,083.68 | 40.27% |
Norden Group LLC NORDEN GROUP LLC | 1,309 | $223,312.99 | $554,623.3 | $331,310.31 | 148.36% |
Andrew Agosta Prosperity Financial Group, Inc. | 903 | $331,107.25 | $395,681.05 | $64,573.8 | 19.5% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,855 | $395,736.89 | $1.23M | $833,711.76 | 210.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,694 | $1.08M | $1.67M | $598,079.01 | 55.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 4,622 | $672,681.26 | $2.06M | $1.39M | 206.62% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,035.67 | $2,546.16 | $1,510.49 | 145.85% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 999 | $318,400.44 | $430,858.71 | $112,458.27 | 35.32% |
NICOLE MARTIN Arlington Trust Co LLC | 5 | $4,197 | $2,122.06 | -$2,074.94 | -49.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 535 | $74,060.65 | $237,422.3 | $163,361.65 | 220.58% |