| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric J. Kemnitz Polymer Capital Management USS) LLC | 70,000 | $5.65M | $5.31M | -$335,650 | -5.95% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,356 | $91,561 | $102,784.8 | $11,223.8 | 12.26% |
Jacob Going Alpine Bank Wealth Management | 2,535 | $201,380 | $192,267.07 | -$9,112.93 | -4.53% |
| DD Damir Durkovic Entropy Technologies, LP | 111,059 | $8.39M | $8.35M | -$39,803.8 | -0.47% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 672 | $46,697.06 | $50,447.04 | $3,749.98 | 8.03% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,861 | $343,943.25 | $369,047.12 | $25,103.87 | 7.3% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 3,387 | $229,522.18 | $254,651.59 | $25,129.41 | 10.95% |
Staci Compagno Portside Wealth Group, LLC | 3,010 | $206,486.23 | $228,097.8 | $21,611.57 | 10.47% |
Courtney Holt Compound Planning, Inc. | 5,476 | $395,009.36 | $412,096.38 | $17,087.02 | 4.33% |
Katherine Stoner Empower Advisory Group, LLC | 148,951 | $10.15M | $11.29M | $1.14M | 11.21% |
Nemes Rush Group LLC Nemes Rush Group LLC | 338 | $22,738.53 | $25,480.13 | $2,741.6 | 12.06% |
John Shanley Aspect Partners, LLC | 88 | $5,523.35 | $6,688.88 | $1,165.53 | 21.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,505 | $93,696.98 | $113,055.6 | $19,358.62 | 20.66% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,634 | $225,391.54 | $274,948.44 | $49,556.9 | 21.99% |
Kure Advisory LLC Kure Advisory, LLC | 3,891 | $249,230.24 | $293,381.4 | $44,151.16 | 17.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,143 | $332,683 | $312,216.48 | -$20,466.52 | -6.15% |
Tony Macafee UniSuper Management Pty Ltd | 67,182 | $4.29M | $5.1M | $804,693.09 | 18.75% |
Alisha Arvold Christopher J. Hasenberg, Inc | 4,507 | $242,913.93 | $342,396.79 | $99,482.86 | 40.95% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 40,527 | $3.23M | $3.08M | -$154,266.37 | -4.78% |
Invesco LLC INVESCO, LLC | 11,816 | $803,030.23 | $894,116.72 | $91,086.49 | 11.34% |