| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 3,765 | $1.36M | $1.2M | -$154,713.66 | -11.38% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 2,709 | $810,216.19 | $866,527.83 | $56,311.64 | 6.95% |
Alexandra Stickelman Root Financial Partners, LLC | 592 | $210,491.94 | $189,363.04 | -$21,128.9 | -10.04% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 3,433 | $1.22M | $1.1M | -$122,381.8 | -10.03% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 9,281 | $2.83M | $2.97M | $141,813.53 | 5.02% |
Staci Compagno Portside Wealth Group, LLC | 712 | $260,423.48 | $227,747.44 | -$32,676.04 | -12.55% |
Courtney Holt Compound Planning, Inc. | 7,331 | $2.49M | $2.34M | -$143,700.08 | -5.77% |
Katherine Stoner Empower Advisory Group, LLC | 164,901 | $58.64M | $52.75M | -$5.89M | -10.05% |
Nemes Rush Group LLC Nemes Rush Group LLC | 166 | $56,619.47 | $53,098.42 | -$3,521.05 | -6.22% |
Ian Wang Plato Investment Management Ltd | 12,092 | $4.3M | $3.87M | -$436,894.43 | -10.15% |
John Shanley Aspect Partners, LLC | 14 | $4,533.35 | $4,478.18 | -$55.17 | -1.22% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 17 | $6,329 | $5,437.79 | -$891.21 | -14.08% |
Driton Bilali Ilex Capital Partners (UK) LLP | 201,563 | $76M | $64.47M | -$11.53M | -15.17% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,256 | $755,065.31 | $721,626.72 | -$33,438.59 | -4.43% |
Annmarie Young KPP Advisory Services LLC | 1,302 | $441,639.62 | $416,470.74 | -$25,168.88 | -5.7% |
Tony Macafee UniSuper Management Pty Ltd | 26,794 | $9.56M | $8.57M | -$993,088.52 | -10.38% |
Thomas Healy PFW Advisors LLC | 3,103 | $695,047.69 | $992,556.61 | $297,508.92 | 42.8% |
Thomas Dobbins New Republic Capital, LLC | 898 | $296,848.71 | $287,243.26 | -$9,605.45 | -3.24% |
Invesco LLC INVESCO, LLC | 648 | $212,926 | $207,275.76 | -$5,650.24 | -2.65% |
Norden Group LLC NORDEN GROUP LLC | 1,179 | $429,804.98 | $377,126.73 | -$52,678.25 | -12.26% |