| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DD Damir Durkovic Entropy Technologies, LP | 7,832 | $2.13M | $2.28M | $149,434.16 | 7.01% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 60 | $17,563.88 | $17,482.8 | -$81.08 | -0.46% |
Alexandra Stickelman Root Financial Partners, LLC | 360 | $106,226.07 | $104,896.8 | -$1,329.27 | -1.25% |
Courtney Holt Compound Planning, Inc. | 1,182 | $318,906.08 | $344,411.16 | $25,505.08 | 8% |
Katherine Stoner Empower Advisory Group, LLC | 301,236 | $79.57M | $87.77M | $8.2M | 10.31% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,132 | $284,717.35 | $329,842.16 | $45,124.81 | 15.85% |
John Shanley Aspect Partners, LLC | 5 | $1,251.33 | $1,445.55 | $194.22 | 15.52% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,673 | $664,722 | $778,858.74 | $114,136.74 | 17.17% |
Tony Macafee UniSuper Management Pty Ltd | 13,277 | $3.49M | $3.86M | $378,121.98 | 10.85% |
Thomas Healy PFW Advisors LLC | 107,190 | $16.24M | $31.33M | $15.1M | 92.98% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,470 | $955,041.41 | $1.01M | $57,816.92 | 6.05% |
| AA Andrew Alkon EntryPoint Capital, LLC | 824 | $253,479 | $239,990 | -$13,489 | -5.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,961 | $531,348.01 | $565,415.11 | $34,067.1 | 6.41% |
Mathieu Cornu Pictet Asset Management Holding SA | 64,429 | $14.18M | $18.76M | $4.59M | 32.34% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 36 | $8,693.67 | $10,453.68 | $1,760.01 | 20.24% |
Jon Greer GSG Advisors LLC | 3,335 | $676,781.22 | $971,318.75 | $294,537.53 | 43.52% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,976 | $5.09M | $5.77M | $671,702.67 | 13.18% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 206 | $56,094 | $59,997.5 | $3,903.5 | 6.96% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,111 | $225,547.95 | $323,578.75 | $98,030.8 | 43.46% |
NICOLE MARTIN Arlington Trust Co LLC | 50 | $14,523.8 | $14,562.5 | $38.7 | 0.27% |