| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 668 | $34,378.49 | $40,507.52 | $6,129.03 | 17.83% |
Jill Batley Gateway Wealth Partners LLC | 4,966 | $328,304 | $303,646.07 | -$24,657.93 | -7.51% |
Beth Zilka Baron Wealth Management LLC | 11,981 | $469,798.15 | $732,398.53 | $262,600.38 | 55.9% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 13,095 | $488,816.19 | $800,693.77 | $311,877.58 | 63.8% |
| DD Damir Durkovic Entropy Technologies, LP | 41,866 | $1.75M | $2.56M | $812,828.31 | 46.44% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,106 | $535,888 | $496,289.85 | -$39,598.15 | -7.39% |
Alexandra Stickelman Root Financial Partners, LLC | 2,033 | $84,999.46 | $124,470.42 | $39,470.96 | 46.44% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 9,089 | $403,188.44 | $556,474.02 | $153,285.58 | 38.02% |
Courtney Holt Compound Planning, Inc. | 17,626 | $689,756.04 | $1.08M | $389,395.81 | 56.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,600 | $47,816.36 | $97,960 | $50,143.64 | 104.87% |
Tony Macafee UniSuper Management Pty Ltd | 24,000 | $905,424 | $1.46M | $559,536 | 61.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,699 | $275,336.43 | $418,218.57 | $142,882.14 | 51.89% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 5,019 | $221,012.77 | $305,908.05 | $84,895.28 | 38.41% |
Mathieu Cornu Pictet Asset Management Holding SA | 428,599 | $15.06M | $26.12M | $11.06M | 73.42% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 3,726 | $246,311 | $227,584.08 | -$18,726.92 | -7.6% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,235 | $367,685.43 | $448,859.4 | $81,173.97 | 22.08% |
Jae Cho Marex Group plc | 13,332 | $881,379 | $812,585.4 | -$68,793.6 | -7.81% |
Kristy DeJarnette Financial Security Advisor, Inc. | 5,005 | $209,264.38 | $305,054.75 | $95,790.37 | 45.77% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 35,957 | $1.32M | $2.19M | $870,798.75 | 65.98% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 291 | $18,130.22 | $17,727.72 | -$402.5 | -2.22% |