| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 120 | $24,365.07 | $23,091.6 | -$1,273.47 | -5.23% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 3,275 | $478,109.9 | $630,208.22 | $152,098.32 | 31.81% |
Alexandra Stickelman Root Financial Partners, LLC | 1,237 | $285,124.87 | $238,035.9 | -$47,088.97 | -16.52% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 200 | $41,274.57 | $38,486 | -$2,788.57 | -6.76% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,411 | $716,412 | $656,378.7 | -$60,033.3 | -8.38% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,186 | $241,302.16 | $228,221.97 | -$13,080.19 | -5.42% |
Courtney Holt Compound Planning, Inc. | 4,952 | $1.3M | $952,913.31 | -$343,329.13 | -26.49% |
Katherine Stoner Empower Advisory Group, LLC | 403,831 | $87.81M | $77.71M | -$10.1M | -11.5% |
Andrew Nall PMV Capital Advisers, LLC | 219 | $48,741.03 | $42,142.17 | -$6,598.86 | -13.54% |
Nemes Rush Group LLC Nemes Rush Group LLC | 8,730 | $2.07M | $1.68M | -$395,049.03 | -19.04% |
Ian Wang Plato Investment Management Ltd | 19,048 | $3.46M | $3.67M | $208,359.66 | 6.03% |
John Shanley Aspect Partners, LLC | 64 | $15,256.47 | $12,315.52 | -$2,940.95 | -19.28% |
Driton Bilali Ilex Capital Partners (UK) LLP | 159,692 | $37.53M | $30.73M | -$6.8M | -18.13% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,151 | $274,076.82 | $221,486.92 | -$52,589.9 | -19.19% |
Annmarie Young KPP Advisory Services LLC | 2,807 | $565,509.79 | $540,150.98 | -$25,358.81 | -4.48% |
Tony Macafee UniSuper Management Pty Ltd | 38,193 | $8.47M | $7.35M | -$1.13M | -13.28% |
Lars Phillips RAM Investment Partners, LLC | 1,136 | $225,520.57 | $218,600.47 | -$6,920.1 | -3.07% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,191 | $250,146 | $229,184.12 | -$20,961.88 | -8.38% |
Thomas Dobbins New Republic Capital, LLC | 1,197 | $244,860.76 | $230,338.7 | -$14,522.06 | -5.93% |
Invesco LLC INVESCO, LLC | 5,120 | $1.04M | $985,241.55 | -$56,611.5 | -5.43% |