| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 360 | $65,825.13 | $82,231.2 | $16,406.07 | 24.92% |
Taro Kuriyama Axq Capita LLP | 1,254 | $217,380.83 | $286,827.42 | $69,446.59 | 31.95% |
Patricia A. Thompson Leeward Investments LLC - MA | 90,134 | $11.38M | $20.39M | $9.01M | 79.15% |
Daniel Ronan Catalyst Financial Partners LLC | 4,041 | $865,259 | $913,952.97 | $48,693.97 | 5.63% |
Edward Lowndes Angeles Wealth Management LLC | 1,864 | $340,247.81 | $421,580.88 | $81,333.07 | 23.9% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 102 | $17,681.7 | $23,069.34 | $5,387.64 | 30.47% |
CJ Harrison DecisionPoint Financial LLC | 2 | $434 | $456.84 | $22.84 | 5.26% |
| JG John Ginter Callan Family Office LLC | 1,168 | $213,504.43 | $267,945.04 | $54,440.61 | 25.5% |
Drew Phillips Fortitude Family Office LLC | 65 | $12,016.39 | $14,847.3 | $2,830.91 | 23.56% |
Brian Matter Creative Capital Management Investments LLC | 13 | $2,783.56 | $2,969.46 | $185.9 | 6.68% |
David Smith Linden Thomas Advisory Services LLC | 8,999 | $1.2M | $2.04M | $838,411.06 | 70.05% |
Kevin Kroskey True Wealth Design LLC | 548 | $93,422.5 | $123,941.16 | $30,518.66 | 32.67% |
Jacob Going Alpine Bank Wealth Management | 122 | $26,122 | $27,592.74 | $1,470.74 | 5.63% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 194 | $40,804.38 | $44,356.16 | $3,551.78 | 8.7% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,390 | $609,873.04 | $766,716.3 | $156,843.26 | 25.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,186 | $198,580.98 | $265,225.18 | $66,644.2 | 33.56% |
Mathieu Cornu Pictet Asset Management Holding SA | 4,933 | $667,381.16 | $1.13M | $459,414.7 | 68.84% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $907.5 | $1,601.42 | $693.92 | 76.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,267 | $223,998.84 | $290,573.78 | $66,574.94 | 29.72% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,638 | $929,902.88 | $1.29M | $356,688.72 | 38.36% |