| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 12,701 | $863,141.18 | $822,516.76 | -$40,624.42 | -4.71% |
| PIL PFG Investments LLC PFG Investments LLC | 12,138 | $732,519.78 | $782,051.34 | $49,531.56 | 6.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 39 | $2,789 | $2,522.71 | -$266.29 | -9.55% |
| DD Damir Durkovic Entropy Technologies, LP | 53,796 | $3.69M | $3.46M | -$223,615.63 | -6.07% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 303 | $20,744.47 | $19,528.35 | -$1,216.12 | -5.86% |
Staci Compagno Portside Wealth Group, LLC | 3,609 | $245,894.93 | $229,388.04 | -$16,506.89 | -6.71% |
Courtney Holt Compound Planning, Inc. | 10,482 | $632,896.77 | $676,665.51 | $43,768.74 | 6.92% |
Katherine Stoner Empower Advisory Group, LLC | 3,066 | $208,365 | $194,874.96 | -$13,490.04 | -6.47% |
Nemes Rush Group LLC Nemes Rush Group LLC | 366 | $23,700.14 | $23,685.69 | -$14.45 | -0.06% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,447 | $246,449 | $219,677.31 | -$26,771.69 | -10.86% |
Ian Wang Plato Investment Management Ltd | 4,853 | $305,096.07 | $308,456.68 | $3,360.61 | 1.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,314 | $219,287.38 | $213,587.3 | -$5,700.08 | -2.6% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,304 | $271,638.71 | $279,265.04 | $7,626.33 | 2.81% |
Annmarie Young KPP Advisory Services LLC | 4,897 | $270,507.05 | $311,253.32 | $40,746.27 | 15.06% |
Tony Macafee UniSuper Management Pty Ltd | 32,084 | $2.05M | $2.04M | -$11,969.96 | -0.58% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 7,315 | $456,315.38 | $471,451.75 | $15,136.37 | 3.32% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 8,653 | $556,907 | $549,984.68 | -$6,922.32 | -1.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,683 | $1.19M | $1.06M | -$132,639.75 | -11.12% |
Mathieu Cornu Pictet Asset Management Holding SA | 227,980 | $14.02M | $14.69M | $668,663.11 | 4.77% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 227 | $14,712 | $14,650.58 | -$61.42 | -0.42% |