| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 301 | $10,162 | $9,883.33 | -$278.67 | -2.74% |
Courtney Holt Compound Planning, Inc. | 39,731 | $1.07M | $1.3M | $233,602.77 | 21.85% |
Ian Wang Plato Investment Management Ltd | 37,024 | $1.19M | $1.2M | $12,393.92 | 1.04% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 6,308 | $212,958 | $205,924.66 | -$7,033.34 | -3.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,871 | $440,358.52 | $422,168.8 | -$18,189.72 | -4.13% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.73M | $40.92M | $56.9M | $15.98M | 39.04% |
Ryan Payne Payne Capital Management, LLC | 73,599 | $2.48M | $2.41M | -$72,494.78 | -2.92% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 184,060 | $4.66M | $6.03M | $1.37M | 29.49% |
Jae Cho Marex Group plc | 78,782 | $2.75M | $2.57M | -$181,332.34 | -6.59% |
NICOLE MARTIN Arlington Trust Co LLC | 191 | $5,688 | $6,213.23 | $525.23 | 9.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,441 | $254,549.54 | $343,195.67 | $88,646.13 | 34.82% |
Syon Capital LLC SYON CAPITAL LLC | 29,362 | $629,359.4 | $956,907.58 | $327,548.18 | 52.04% |
Florian Peters denkapparat Operations GmbH | 15,254 | $442,600 | $498,043.1 | $55,443.1 | 12.53% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,200 | $42,601.18 | $39,084 | -$3,517.18 | -8.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,883 | $536,900.72 | $484,739.31 | -$52,161.41 | -9.72% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 529 | $10,700.53 | $17,277.14 | $6,576.61 | 61.46% |
Anthony Blagrove Traveka Wealth, LLC | 7,836 | $230,015.55 | $259,685.04 | $29,669.49 | 12.9% |
Curtis Burkholder Bare Financial Services, Inc | 202 | $6,658.56 | $6,637.72 | -$20.84 | -0.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 6,240 | $195,567.03 | $203,299.2 | $7,732.17 | 3.95% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,938 | $426,474.5 | $522,766.4 | $96,291.9 | 22.58% |