| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 72 | $4,232 | $4,365 | $133 | 3.14% |
Katherine Stoner Empower Advisory Group, LLC | 4,716 | $399,916.61 | $282,016.8 | -$117,899.81 | -29.48% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,959 | $208,164 | $237,678.56 | $29,514.56 | 14.18% |
| AA Andrew Alkon EntryPoint Capital, LLC | 6,900 | $414,413.97 | $411,067.5 | -$3,346.47 | -0.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 674 | $46,782.44 | $39,658.16 | -$7,124.28 | -15.23% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,073 | $778,712.06 | $612,740.59 | -$165,971.47 | -21.31% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 4 | $312.93 | $239.8 | -$73.13 | -23.37% |
NICOLE MARTIN Arlington Trust Co LLC | 210 | $12,322.16 | $12,513.9 | $191.74 | 1.56% |
Benj Foor Frazier Financial Advisors, LLC | 113 | $9,739 | $6,775.48 | -$2,963.52 | -30.43% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8 | $480.67 | $481.28 | $0.61 | 0.13% |
Darin Sadow Freestone Grove Partners LP | 24,639 | $1.5M | $1.48M | -$13,983.24 | -0.93% |
Curtis Burkholder Bare Financial Services, Inc | 9 | $577.93 | $547.47 | -$30.46 | -5.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 136 | $10,350.18 | $8,002.24 | -$2,347.94 | -22.69% |
Matthew Stead Sachetta, LLC | 117 | $6,578.87 | $7,034.04 | $455.17 | 6.92% |
Alan Gilmore Private Wealth Management Group, LLC | 30 | $1,833.09 | $1,825.2 | -$7.89 | -0.43% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,932 | $818,256.08 | $664,993.56 | -$153,262.52 | -18.73% |
Ashley Meredith Abel Hall, LLC | 4,083 | $214,686 | $245,633.28 | $30,947.28 | 14.42% |
Ryan Visniski Bryce Point Capital, LLC | 7,429 | $537,637 | $447,671.54 | -$89,965.46 | -16.73% |
Kevyn Hill Hilltop National Bank | 968 | $62,164.6 | $57,692.7 | -$4,471.9 | -7.19% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,371 | $298,293.06 | $265,887.93 | -$32,405.13 | -10.86% |