| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 49,354 | $1.84M | $1.31M | -$531,542.38 | -28.87% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,540 | $36,560 | $40,455.8 | $3,895.8 | 10.66% |
Gregory Bosch Strategies Wealth Advisors, LLC | 10,029 | $230,072.66 | $266,069.37 | $35,996.71 | 15.65% |
Alexandra Stickelman Root Financial Partners, LLC | 458 | $11,230.23 | $12,031.66 | $801.43 | 7.14% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,668 | $205,778 | $227,708.36 | $21,930.36 | 10.66% |
John Shanley Aspect Partners, LLC | 235 | $3,426.09 | $6,822.05 | $3,395.96 | 99.12% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,816 | $393,530.86 | $443,942.4 | $50,411.54 | 12.81% |
Bradley Harsch Strategic Advocates LLC | 25 | $574 | $660 | $86 | 14.98% |
Elliot Kallen Prosperity Wealth Management, Inc. | 15,600 | $357,864 | $411,840 | $53,976 | 15.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,361 | $202,502.86 | $241,420.19 | $38,917.33 | 19.22% |
Peter David N Soliman Second Line Capital, LLC | 86,703 | $2.06M | $2.29M | $230,629.98 | 11.2% |
Mathieu Cornu Pictet Asset Management Holding SA | 42,574 | $676,702.2 | $1.12M | $442,142.52 | 65.34% |
Jae Cho Marex Group plc | 3.39M | $83M | $88.96M | $5.96M | 7.18% |
Kevin Bresler TD Waterhouse Canada Inc. | 723 | $17,609 | $18,949.83 | $1,340.83 | 7.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,034 | $734,851.99 | $1.11M | $372,743.91 | 50.72% |
Joseph C. Gissy Tactive Advisors, LLC | 149,348 | $1.69M | $3.92M | $2.24M | 132.9% |
Benj Foor Frazier Financial Advisors, LLC | 175 | $4,232.71 | $4,611.25 | $378.54 | 8.94% |
Amir Har-El Savvy Advisors, Inc. | 11,306 | $276,746.12 | $296,055.52 | $19,309.4 | 6.98% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 11 | $261 | $288.04 | $27.04 | 10.36% |
Kent Keister Bear Mountain Capital, Inc. | 600 | $14,634 | $15,711.42 | $1,077.42 | 7.36% |