| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SJC Samuel J. Conte II Massachusetts Wealth Management | 5,180 | $962,265.2 | $1.3M | $340,245.8 | 35.36% |
Kevin Kroskey True Wealth Design LLC | 48 | $13,539.32 | $12,115.2 | -$1,424.12 | -10.52% |
David Kronour Kapstone Financial Advisors LLC | 2,225 | $389,619.75 | $541,876.48 | $152,256.73 | 39.08% |
Beth Zilka Baron Wealth Management LLC | 860 | $262,313.33 | $207,922.2 | -$54,391.13 | -20.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 61 | $17,808.52 | $15,342.41 | -$2,466.11 | -13.85% |
Courtney Holt Compound Planning, Inc. | 1,223 | $330,998.63 | $307,040.26 | -$23,958.37 | -7.24% |
Katherine Stoner Empower Advisory Group, LLC | 341,908 | $91.57M | $82.66M | -$8.91M | -9.73% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,169 | $295,628.21 | $292,162.32 | -$3,465.89 | -1.17% |
John Shanley Aspect Partners, LLC | 5 | $1,251.33 | $1,230 | -$21.33 | -1.7% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,673 | $664,722 | $650,982.39 | -$13,739.61 | -2.07% |
Tony Macafee UniSuper Management Pty Ltd | 14,880 | $3.96M | $3.6M | -$361,645.09 | -9.13% |
Thomas Healy PFW Advisors LLC | 107,155 | $16.23M | $25.91M | $9.68M | 59.62% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,470 | $955,041.41 | $838,941.9 | -$116,099.51 | -12.16% |
| BF Brian Falahee Delta Global Management LP | 8,480 | $2.5M | $2.05M | -$451,475.4 | -18.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,011 | $543,713.81 | $486,199.47 | -$57,514.34 | -10.58% |
Mathieu Cornu Pictet Asset Management Holding SA | 96,653 | $23.69M | $24.4M | $709,481.22 | 3% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 36 | $8,693.67 | $9,064.08 | $370.41 | 4.26% |
Jon Greer GSG Advisors LLC | 3,359 | $683,861.28 | $812,105.43 | $128,244.15 | 18.75% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 21,620 | $5.58M | $5.42M | -$157,153.07 | -2.82% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,002 | $203,513.9 | $242,253.54 | $38,739.64 | 19.04% |