| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PBO Paul B. Ordonio Park Place Capital Corp. | 349 | $58,224.22 | $68,145.74 | $9,921.52 | 17.04% |
Kevin Kroskey True Wealth Design LLC | 652 | $115,808.04 | $123,788.72 | $7,980.68 | 6.89% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 8,025 | $1.54M | $1.54M | $4,734.75 | 0.31% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 178 | $29,395.86 | $34,738.48 | $5,342.62 | 18.17% |
Dana Isaacs ClearAlpha Technologies LP | 2,303 | $380,317 | $449,683.78 | $69,366.78 | 18.24% |
| DD Damir Durkovic Entropy Technologies, LP | 16,152 | $2.68M | $3.15M | $467,765.19 | 17.46% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 24 | $4,638 | $4,676.76 | $38.76 | 0.84% |
Alexandra Stickelman Root Financial Partners, LLC | 870 | $143,977.17 | $169,532.55 | $25,555.38 | 17.75% |
Courtney Holt Compound Planning, Inc. | 1,739 | $289,190.07 | $338,870.23 | $49,680.16 | 17.18% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4 | $664.8 | $779.46 | $114.66 | 17.25% |
Invesco LLC INVESCO, LLC | 2,191 | $377,210.21 | $426,807.68 | $49,597.47 | 13.15% |
Norden Group LLC NORDEN GROUP LLC | 1,697 | $282,398.12 | $330,576.28 | $48,178.16 | 17.06% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,878 | $310,133 | $366,224.08 | $56,091.08 | 18.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,574 | $251,139.04 | $310,125.22 | $58,986.18 | 23.49% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,525 | $1.41M | $2.05M | $639,710.92 | 45.28% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $1,732.27 | $2,496.91 | $764.64 | 44.14% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,754 | $789,617.14 | $931,498.76 | $141,881.62 | 17.97% |
NICOLE MARTIN Arlington Trust Co LLC | 241 | $39,799 | $46,996.81 | $7,197.81 | 18.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,950 | $231,262.27 | $381,166.5 | $149,904.23 | 64.82% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 8 | $1,504.31 | $1,563.76 | $59.45 | 3.95% |