| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 856 | $691,403.5 | $726,690.67 | $35,287.17 | 5.1% |
NICOLE MARTIN Arlington Trust Co LLC | 24 | $19,850.75 | $20,441.52 | $590.77 | 2.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 365 | $224,453.69 | $310,925.25 | $86,471.56 | 38.53% |
Syon Capital LLC SYON CAPITAL LLC | 1,017 | $548,465.72 | $863,466.97 | $315,001.25 | 57.43% |
Florian Peters denkapparat Operations GmbH | 910 | $764,868.33 | $744,652.99 | -$20,215.34 | -2.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 375 | $293,668.87 | $317,351.25 | $23,682.38 | 8.06% |
James Rankin Modern Wealth Management, LLC | 1,121 | $1.04M | $952,883.63 | -$87,146.37 | -8.38% |
Ann Keitner Quantum Portfolio Management LLC | 306 | $181,110.69 | $250,399.8 | $69,289.11 | 38.26% |
Darin Sadow Freestone Grove Partners LP | 379 | $351,625 | $322,059.04 | -$29,565.96 | -8.41% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 729 | $277,506.09 | $619,307.37 | $341,801.28 | 123.17% |
Curtis Burkholder Bare Financial Services, Inc | 4 | $3,711 | $3,385.08 | -$325.92 | -8.78% |
Keisuke Ichihara Rakuten Securities, Inc. | 7 | $6,494 | $5,953.11 | -$540.89 | -8.33% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 463 | $307,864.46 | $378,872.9 | $71,008.44 | 23.06% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,094 | $1.66M | $2.62M | $959,730.1 | 57.86% |
Ashley Meredith Abel Hall, LLC | 489 | $453,680 | $414,850.48 | -$38,829.52 | -8.56% |
Nitin Kumbhani Accent Capital Management, LLC | 1,049 | $973,231 | $858,396.69 | -$114,834.31 | -11.8% |
| WL Wealthcollab LLC WealthCollab, LLC | 14 | $5,513 | $11,896.64 | $6,383.64 | 115.79% |
Ian Jameson American Capital Advisory, LLC | 3 | $2,190.75 | $2,548.56 | $357.81 | 16.33% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 684 | $413,009.21 | $582,042.96 | $169,033.75 | 40.93% |
Janice M. Powell Diversify Advisory Services, LLC | 2,197 | $1.95M | $1.87M | -$81,172.99 | -4.16% |