| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 9,173 | $681,680.77 | $1.23M | $549,427.65 | 80.6% |
Ashley Buboltz Moran Wealth Management LLC | 34,375 | $2.4M | $3.75M | $1.35M | 56.37% |
David Smith Linden Thomas Advisory Services LLC | 2,101 | $247,064.97 | $229,072.03 | -$17,992.94 | -7.28% |
Paul B. Ordonio Park Place Capital Corp. | 316 | $35,493.12 | $42,410.36 | $6,917.24 | 19.49% |
Sheila J. Lindsay Bensler LLC | 31,614 | $4.14M | $3.45M | -$694,858.45 | -16.78% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,662 | $173,050.76 | $399,267.86 | $226,217.1 | 130.72% |
Kevin Kroskey True Wealth Design LLC | 123 | $14,324.68 | $13,410.69 | -$913.99 | -6.38% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,839 | $238,069.17 | $200,506.17 | -$37,563 | -15.78% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 10,592 | $414,595.03 | $1.15M | $740,250.72 | 178.55% |
| PIL PFG Investments LLC PFG Investments LLC | 22,222 | $1.05M | $2.42M | $1.37M | 130.41% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 700 | $39,080 | $76,321 | $37,241 | 95.29% |
Jorge Paganin Abacus Wealth Partners, LLC | 20,608 | $2.42M | $2.25M | -$174,961.96 | -7.22% |
Staci Compagno Portside Wealth Group, LLC | 2,524 | $283,496 | $275,191.72 | -$8,304.28 | -2.93% |
Courtney Holt Compound Planning, Inc. | 9,954 | $865,096.43 | $1.09M | $220,188.18 | 25.45% |
Ian Wang Plato Investment Management Ltd | 5,642 | $511,638.9 | $757,833.5 | $246,194.6 | 48.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,677 | $606,830.11 | $1.06M | $448,253.19 | 73.87% |
Tony Macafee UniSuper Management Pty Ltd | 102,254 | $11.01M | $13.72M | $2.71M | 24.59% |
Norden Group LLC NORDEN GROUP LLC | 1,786 | $200,622 | $194,727.58 | -$5,894.42 | -2.94% |
Peter Sigismondi Ramirez Asset Management, Inc. | 69,690 | $7.9M | $9.4M | $1.5M | 18.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,817 | $989,278.75 | $1.07M | $81,068.75 | 8.19% |