| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,273 | $209,613.11 | $228,300.12 | $18,687.01 | 8.92% |
Kevin Kroskey True Wealth Design LLC | 1,206 | $84,651.07 | $122,372.82 | $37,721.75 | 44.56% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 2,153 | $198,527.89 | $216,376.5 | $17,848.61 | 8.99% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 5,114 | $385,186.57 | $514,468.4 | $129,281.83 | 33.56% |
Scott Boyce Decker Retirement Planning Inc. | 13 | $1,222.13 | $1,303.77 | $81.64 | 6.68% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 292 | $24,798.25 | $29,588.36 | $4,790.11 | 19.32% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 5,314 | $409,230.85 | $534,375.84 | $125,144.99 | 30.58% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,802 | $216,012.35 | $281,601 | $65,588.65 | 30.36% |
Courtney Holt Compound Planning, Inc. | 8,985 | $586,899.92 | $908,113.95 | $321,214.03 | 54.73% |
Nemes Rush Group LLC Nemes Rush Group LLC | 4,669 | $317,998.45 | $470,775.27 | $152,776.82 | 48.04% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 161 | $12,127 | $16,336.67 | $4,209.67 | 34.71% |
Norden Group LLC NORDEN GROUP LLC | 2,612 | $241,567.98 | $262,741.08 | $21,173.1 | 8.76% |
| AA Andrew Alkon EntryPoint Capital, LLC | 7,087 | $533,793 | $717,523.31 | $183,730.31 | 34.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,340 | $356,330.91 | $541,849.8 | $185,518.89 | 52.06% |
Mathieu Cornu Pictet Asset Management Holding SA | 377,642 | $28.93M | $38.32M | $9.38M | 32.43% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 48 | $2,425.77 | $4,894.08 | $2,468.31 | 101.75% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 47,763 | $3.68M | $4.83M | $1.15M | 31.24% |
Syon Capital LLC SYON CAPITAL LLC | 5,789 | $454,321.83 | $583,618.03 | $129,296.2 | 28.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 43,216 | $3.91M | $4.41M | $493,968.86 | 12.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,607 | $245,084.08 | $265,809.72 | $20,725.64 | 8.46% |