| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 61 | $7,183.27 | $8,247.81 | $1,064.54 | 14.82% |
Brian Matter Creative Capital Management Investments LLC | 24 | $3,333.12 | $3,245.04 | -$88.08 | -2.64% |
Bree Pate Olisti Co. Wealth LLC | 500 | $59,230 | $67,605 | $8,375 | 14.14% |
Kevin Kroskey True Wealth Design LLC | 17 | $1,844.61 | $2,293.83 | $449.22 | 24.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 90 | $11,209.8 | $12,285 | $1,075.2 | 9.59% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,975 | $537,486.31 | $678,938.25 | $141,451.94 | 26.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 607 | $78,917.19 | $85,763.02 | $6,845.83 | 8.67% |
Mathieu Cornu Pictet Asset Management Holding SA | 4,118 | $361,747.11 | $581,832.18 | $220,085.07 | 60.84% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $1,458.39 | $2,260.64 | $802.25 | 55.01% |
Syon Capital LLC SYON CAPITAL LLC | 3,225 | $363,360.81 | $471,075.77 | $107,714.96 | 29.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,549 | $319,408.3 | $501,438.17 | $182,029.87 | 56.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 316 | $38,229.72 | $45,750.48 | $7,520.76 | 19.67% |
Craig Silberg EVERPAR ADVISORS LLC | 1,560 | $216,653 | $220,412.38 | $3,759.38 | 1.74% |
Matthew Stead Sachetta, LLC | 20 | $1,953 | $2,825.8 | $872.8 | 44.69% |
Alan Gilmore Private Wealth Management Group, LLC | 20 | $1,797.1 | $2,750.67 | $953.57 | 53.06% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 42,306 | $4.88M | $6.13M | $1.25M | 25.63% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,007 | $242,847.45 | $293,162.5 | $50,315.05 | 20.72% |
| HAS Hayley A. Snell LRI Investments, LLC | 101 | $9,832.17 | $14,270.29 | $4,438.12 | 45.14% |
| NCG Noah C Goldberg Jain Global LLC | 4,775 | $663,152 | $697,484.28 | $34,332.28 | 5.18% |
Bruce Barton Parkworth Wealth Management, Inc. | 5 | $512.2 | $706.45 | $194.25 | 37.92% |