| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 2,372 | $1.09M | $949,725.08 | -$137,765.29 | -12.67% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 70,325 | $33.48M | $28.18M | -$5.31M | -15.85% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 3,281 | $1.57M | $1.34M | -$227,293.81 | -14.5% |
Able Financial Group LLC ABLE Financial Group, LLC | 607 | $222,771 | $243,916.88 | $21,145.88 | 9.49% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,742 | $946,844.97 | $1.1M | $155,288.22 | 16.4% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,286 | $2.66M | $3.32M | $655,629.84 | 24.62% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,502 | $492,968.14 | $603,638.78 | $110,670.64 | 22.45% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,384 | $1.5M | $1.36M | -$138,321.69 | -9.25% |
Staci Compagno Portside Wealth Group, LLC | 1,566 | $739,809.58 | $627,449.22 | -$112,360.36 | -15.19% |
Courtney Holt Compound Planning, Inc. | 13,585 | $5.91M | $5.59M | -$326,346.79 | -5.52% |
Katherine Stoner Empower Advisory Group, LLC | 501,433 | $208.13M | $200.68M | -$7.45M | -3.58% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,717 | $1.92M | $1.89M | -$21,852.89 | -1.14% |
Andrew Nall PMV Capital Advisers, LLC | 835 | $419,581.48 | $343,606.67 | -$75,974.81 | -18.11% |
Nemes Rush Group LLC Nemes Rush Group LLC | 140 | $43,324.88 | $57,702.4 | $14,377.52 | 33.19% |
Ian Wang Plato Investment Management Ltd | 23,178 | $11.14M | $9.29M | -$1.85M | -16.61% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,005 | $319,852.11 | $402,462.3 | $82,610.19 | 25.83% |
John Shanley Aspect Partners, LLC | 283 | $147,113.21 | $113,799.96 | -$33,313.25 | -22.64% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 512 | $252,934.06 | $208,215.05 | -$44,719.01 | -17.68% |
Driton Bilali Ilex Capital Partners (UK) LLP | 132,227 | $44.4M | $52.72M | $8.32M | 18.74% |
| DT Derek Tinnin Altiora Financial Group, LLC | 1,038 | $543,663.04 | $425,580 | -$118,083.04 | -21.72% |