| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Hoffmeyer Thematics Asset Management | 95,612 | $3.33M | $3.12M | -$211,331.61 | -6.35% |
Michael Snyder Beaumont Financial Advisors LLC | 65,005 | $1.17M | $2.06M | $889,459.21 | 75.73% |
Scott Register Register Financial Advisors LLC | 46,350 | $1.25M | $1.47M | $213,026 | 16.98% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,444 | $38,280.43 | $46,525.68 | $8,245.25 | 21.54% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 400 | $11,128 | $12,608 | $1,480 | 13.3% |
Paul L. Moffat Arista Wealth Management LLC | 10,052 | $356,604.7 | $320,105.94 | -$36,498.76 | -10.24% |
Ashley Buboltz Moran Wealth Management LLC | 93,050 | $2.53M | $2.93M | $402,553.45 | 15.91% |
| SL Sarah Ludden Clifford Group LLC | 18,986 | $528,191 | $602,615.64 | $74,424.64 | 14.09% |
Paul B. Ordonio Park Place Capital Corp. | 2,877 | $80,386.25 | $91,387.9 | $11,001.65 | 13.69% |
Kevin Kroskey True Wealth Design LLC | 69 | $1,854.14 | $2,223.18 | $369.04 | 19.9% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 11,560 | $313,552.21 | $365,527.2 | $51,974.99 | 16.58% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 10,688 | $300,974 | $337,259.84 | $36,285.84 | 12.06% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 17,318 | $588,929.98 | $546,556.08 | -$42,373.9 | -7.2% |
| DD Damir Durkovic Entropy Technologies, LP | 59,990 | $1.67M | $1.89M | $225,862.15 | 13.53% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 17,018 | $467,939.19 | $544,320.73 | $76,381.54 | 16.32% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 17,470 | $464,424.96 | $553,973.7 | $89,548.74 | 19.28% |
Staci Compagno Portside Wealth Group, LLC | 7,276 | $202,419 | $229,303.14 | $26,884.14 | 13.28% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,000 | $22,582.94 | $31,515 | $8,932.06 | 39.55% |
Tony Macafee UniSuper Management Pty Ltd | 11,467 | $312,615.96 | $362,242.53 | $49,626.57 | 15.87% |
Andrew Halac Talon Private Wealth, LLC | 30,098 | $837,326 | $964,339.92 | $127,013.92 | 15.17% |