| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob Going Alpine Bank Wealth Management | 469 | $74,974 | $70,673.61 | -$4,300.39 | -5.74% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,984 | $418,871.08 | $457,387.52 | $38,516.44 | 9.2% |
| DD Damir Durkovic Entropy Technologies, LP | 4,471 | $695,151.02 | $674,450.35 | -$20,700.67 | -2.98% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 227 | $34,984.28 | $34,794.56 | -$189.72 | -0.54% |
Staci Compagno Portside Wealth Group, LLC | 5,016 | $733,536.37 | $768,852.48 | $35,316.11 | 4.81% |
Courtney Holt Compound Planning, Inc. | 4,115 | $571,988.48 | $630,747.2 | $58,758.72 | 10.27% |
Katherine Stoner Empower Advisory Group, LLC | 2,435 | $352,576.26 | $366,077.9 | $13,501.64 | 3.83% |
Nemes Rush Group LLC Nemes Rush Group LLC | 375 | $52,980.97 | $55,541.25 | $2,560.28 | 4.83% |
Ian Wang Plato Investment Management Ltd | 5,408 | $798,422.29 | $814,931.52 | $16,509.23 | 2.07% |
John Shanley Aspect Partners, LLC | 135 | $20,020.04 | $20,692.8 | $672.76 | 3.36% |
Driton Bilali Ilex Capital Partners (UK) LLP | 1.02M | $162.44M | $150.5M | -$11.94M | -7.35% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,459 | $485,525.89 | $530,195.52 | $44,669.63 | 9.2% |
Carrie Miller Trellis Wealth Advisors LLC | 2,000 | $302,560 | $306,560 | $4,000 | 1.32% |
Annmarie Young KPP Advisory Services LLC | 2,012 | $251,543.95 | $308,399.36 | $56,855.41 | 22.6% |
Tony Macafee UniSuper Management Pty Ltd | 56,638 | $8.43M | $8.39M | -$42,654.5 | -0.51% |
Alisha Arvold Christopher J. Hasenberg, Inc | 45 | $6,239 | $6,897.6 | $658.6 | 10.56% |
Invesco LLC INVESCO, LLC | 5,110 | $707,963.69 | $783,260.8 | $75,297.11 | 10.64% |
Norden Group LLC NORDEN GROUP LLC | 2,321 | $353,326.65 | $355,762.88 | $2,436.23 | 0.69% |
Bradley Harsch Strategic Advocates LLC | 69 | $11,030 | $10,408.65 | -$621.35 | -5.63% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 13,305 | $2.03M | $2.04M | $4,721.79 | 0.23% |