| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 443 | $295,437 | $273,991.07 | -$21,445.93 | -7.26% |
Ashley Buboltz Moran Wealth Management LLC | 5,641 | $2.89M | $3.48M | $592,146.36 | 20.49% |
Andrew Lewis Genesis Private Wealth LLC | 315 | $210,074 | $196,742.7 | -$13,331.3 | -6.35% |
Paul B. Ordonio Park Place Capital Corp. | 11 | $4,701.78 | $6,745.36 | $2,043.58 | 43.46% |
Kevin Kroskey True Wealth Design LLC | 23 | $13,810.54 | $14,257.93 | $447.39 | 3.24% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 32,223 | $20.35M | $19.9M | -$444,646.54 | -2.19% |
Beth Zilka Baron Wealth Management LLC | 349 | $211,148 | $216,318.92 | $5,170.92 | 2.45% |
Dana Isaacs ClearAlpha Technologies LP | 803 | $485,822.78 | $491,873.63 | $6,050.85 | 1.25% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 45 | $27,300.71 | $27,831.15 | $530.44 | 1.94% |
Staci Compagno Portside Wealth Group, LLC | 1,001 | $420,186.6 | $617,476.86 | $197,290.26 | 46.95% |
Shawn Scholz Impact Partnership Wealth, LLC | 333 | $222,078 | $205,957.17 | -$16,120.83 | -7.26% |
John Shanley Aspect Partners, LLC | 2 | $1,116 | $1,238.76 | $122.76 | 11% |
Tony Macafee UniSuper Management Pty Ltd | 8,167 | $4.2M | $5.05M | $857,450.73 | 20.44% |
Norden Group LLC NORDEN GROUP LLC | 674 | $350,625.32 | $415,251.4 | $64,626.08 | 18.43% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,151 | $602,681.37 | $710,477.77 | $107,796.4 | 17.89% |
Peter Sigismondi Ramirez Asset Management, Inc. | 561 | $287,406 | $347,561.94 | $60,155.94 | 20.93% |
| BF Brian Falahee Delta Global Management LP | 3,596 | $2.08M | $2.24M | $166,315.33 | 8% |
Christopher C. Powers Farther Finance Advisors, LLC | 648 | $311,243.84 | $394,567.21 | $83,323.37 | 26.77% |
Mathieu Cornu Pictet Asset Management Holding SA | 20,711 | $8.61M | $12.84M | $4.22M | 49.05% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $3,066 | $4,329.36 | $1,263.36 | 41.21% |