| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul L. Moffat Arista Wealth Management LLC | 6,200 | $302,498 | $418,066 | $115,568 | 38.2% |
Andrew Lewis Genesis Private Wealth LLC | 3,840 | $208,980.6 | $258,931.2 | $49,950.6 | 23.9% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 50 | $3,130 | $3,371.5 | $241.5 | 7.72% |
Paul B. Ordonio Park Place Capital Corp. | 6,457 | $231,905.92 | $413,377.12 | $181,471.2 | 78.25% |
Kevin Kroskey True Wealth Design LLC | 143 | $7,150.15 | $9,642.49 | $2,492.34 | 34.86% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 6,325 | $225,565.43 | $402,333.25 | $176,767.82 | 78.37% |
| PIL PFG Investments LLC PFG Investments LLC | 5,016 | $217,465.25 | $338,228.88 | $120,763.63 | 55.53% |
| DD Damir Durkovic Entropy Technologies, LP | 35,650 | $2.36M | $2.27M | -$95,542.5 | -4.04% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 58 | $3,845 | $3,910.94 | $65.94 | 1.71% |
Courtney Holt Compound Planning, Inc. | 17,689 | $757,077.77 | $1.19M | $435,691.5 | 57.55% |
Scott Kapusta First County Bank /CT/ | 17,148 | $620,341.27 | $1.16M | $535,948.37 | 86.4% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,750 | $184,355.7 | $252,862.5 | $68,506.8 | 37.16% |
Tony Macafee UniSuper Management Pty Ltd | 28,395 | $1.26M | $1.82M | $554,866.26 | 43.93% |
Denise Reinert CGC Financial Services, LLC | 286 | $10,527.66 | $19,284.98 | $8,757.32 | 83.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,303 | $292,862.2 | $357,581.29 | $64,719.09 | 22.1% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 4,029 | $224,647.87 | $256,284.69 | $31,636.82 | 14.08% |
Mathieu Cornu Pictet Asset Management Holding SA | 389,807 | $13.09M | $26.28M | $13.19M | 100.75% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,309 | $269,511 | $290,555.87 | $21,044.87 | 7.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 22,946 | $770,283.61 | $1.55M | $776,965.17 | 100.87% |
| KS Kristi Shields ROGCO, LP | 1,000 | $38,935 | $67,430 | $28,495 | 73.19% |