| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 4,926 | $594,185.2 | $521,515.62 | -$72,669.58 | -12.23% |
Dana Isaacs ClearAlpha Technologies LP | 2,017 | $215,274 | $220,205.97 | $4,931.97 | 2.29% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3 | $320 | $327.15 | $7.15 | 2.23% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 15,954 | $1.99M | $1.71M | -$285,246.01 | -14.32% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 30 | $3,533.53 | $3,222.9 | -$310.63 | -8.79% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 3,474 | $289,315.92 | $370,710.54 | $81,394.62 | 28.13% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,960 | $354,205.15 | $422,571.6 | $68,366.45 | 19.3% |
Courtney Holt Compound Planning, Inc. | 2,287 | $204,432.4 | $247,110.35 | $42,677.95 | 20.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,092 | $422,114.3 | $445,659.72 | $23,545.42 | 5.58% |
Mathieu Cornu Pictet Asset Management Holding SA | 102,926 | $8.91M | $11.01M | $2.1M | 23.57% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 27 | $2,590.7 | $2,865.78 | $275.08 | 10.62% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 16,089 | $1.84M | $1.75M | -$92,639.48 | -5.03% |
Jae Cho Marex Group plc | 5,122 | $599,176.58 | $559,424.84 | -$39,751.74 | -6.63% |
Syon Capital LLC SYON CAPITAL LLC | 1,998 | $246,080.71 | $218,481.3 | -$27,599.41 | -11.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 390 | $50,052.62 | $41,394.6 | -$8,658.02 | -17.3% |
| AK Alisha Kamadia United Community Bank | 7 | $568.74 | $743.68 | $174.94 | 30.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,730 | $259,781.71 | $289,762.2 | $29,980.49 | 11.54% |
Robert Shea NEOS Investment Management LLC | 22,193 | $2.16M | $2.36M | $203,387.03 | 9.42% |
Angela Kelley HTLF Bank | 3,343 | $342,724 | $357,366.7 | $14,642.7 | 4.27% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 64 | $6,057.96 | $6,970.24 | $912.28 | 15.06% |