| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 5,821 | $654,020.18 | $646,771.31 | -$7,248.87 | -1.11% |
Jeffrey D. Munjack JDM Financial Group LLC | 325 | $37,173.5 | $33,839 | -$3,334.5 | -8.97% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 115 | $13,143 | $12,946.7 | -$196.3 | -1.49% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 4,082 | $441,525.06 | $453,551.02 | $12,025.96 | 2.72% |
Moises Valladares Insigneo Advisory Services LLC | 7,179 | $674,740.17 | $744,246.93 | $69,506.76 | 10.3% |
Kevin Kroskey True Wealth Design LLC | 20 | $2,566 | $2,222.2 | -$343.8 | -13.4% |
Jill Batley Gateway Wealth Partners LLC | 2,313 | $257,713 | $256,997.43 | -$715.57 | -0.28% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 3,482 | $298,616.28 | $392,003.56 | $93,387.28 | 31.27% |
| PIL PFG Investments LLC PFG Investments LLC | 2,106 | $269,590.05 | $233,997.66 | -$35,592.39 | -13.2% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 74 | $9,923.11 | $8,222.14 | -$1,700.97 | -17.14% |
Courtney Holt Compound Planning, Inc. | 6,418 | $696,485.95 | $713,103.98 | $16,618.03 | 2.39% |
Nemes Rush Group LLC Nemes Rush Group LLC | 700 | $74,797.23 | $72,569 | -$2,228.23 | -2.98% |
Peter Sigismondi Ramirez Asset Management, Inc. | 33,199 | $3.79M | $3.48M | -$313,769.84 | -8.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,677 | $337,792.85 | $297,441.47 | -$40,351.38 | -11.95% |
Mathieu Cornu Pictet Asset Management Holding SA | 11,500 | $969,565 | $1.28M | $308,200 | 31.79% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,683 | $311,733.22 | $298,108.13 | -$13,625.09 | -4.37% |
Jae Cho Marex Group plc | 13,840 | $1.75M | $1.43M | -$312,971.39 | -17.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 678 | $88,546.8 | $75,332.58 | -$13,214.22 | -14.92% |
| AK Alisha Kamadia United Community Bank | 135 | $15,856.64 | $14,153.4 | -$1,703.24 | -10.74% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,135 | $237,881 | $237,219.85 | -$661.15 | -0.28% |