| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 13,811 | $1.18M | $1.19M | $8,402.28 | 0.71% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 35 | $3,016.64 | $2,970.1 | -$46.54 | -1.54% |
Darren Tapley New England Capital Financial Advisors LLC | 152 | $9,599 | $13,039.32 | $3,440.32 | 35.84% |
Moises Valladares Insigneo Advisory Services LLC | 6,558 | $465,215.44 | $561,659.91 | $96,444.47 | 20.73% |
Jeffrey Rosenthal Viawealth LLC | 6,856 | $352,547.03 | $583,959.8 | $231,412.77 | 65.64% |
Paul B. Ordonio Park Place Capital Corp. | 132 | $5,946.6 | $11,272.14 | $5,325.54 | 89.56% |
Kevin Kroskey True Wealth Design LLC | 500 | $36,255.74 | $42,430 | $6,174.26 | 17.03% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 10,266 | $916,754 | $881,336.1 | -$35,417.9 | -3.86% |
| PIL PFG Investments LLC PFG Investments LLC | 3,333 | $257,976.74 | $283,471.65 | $25,494.91 | 9.88% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 7,855 | $697,524 | $672,623.65 | -$24,900.35 | -3.57% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 175 | $14,870.2 | $14,891.62 | $21.42 | 0.14% |
Courtney Holt Compound Planning, Inc. | 5,798 | $391,032.15 | $494,134.55 | $103,102.4 | 26.37% |
Nemes Rush Group LLC Nemes Rush Group LLC | 16 | $1,238 | $1,365.28 | $127.28 | 10.28% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 20,807 | $1.61M | $1.78M | $174,042.18 | 10.81% |
Ian Wang Plato Investment Management Ltd | 6,091 | $475,370.05 | $522,973.26 | $47,603.21 | 10.01% |
John Shanley Aspect Partners, LLC | 47 | $3,450.37 | $4,025.08 | $574.71 | 16.66% |
Jeremy Sorci Premier Financial Group | 100 | $8,880 | $8,599 | -$281 | -3.16% |
Annmarie Young KPP Advisory Services LLC | 4,658 | $275,159.78 | $399,330.34 | $124,170.56 | 45.13% |
Tony Macafee UniSuper Management Pty Ltd | 113,007 | $5.83M | $9.68M | $3.85M | 66.03% |
Norden Group LLC NORDEN GROUP LLC | 4,945 | $384,968.15 | $422,846.95 | $37,878.8 | 9.84% |