| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taro Kuriyama Axq Capita LLP | 89,163 | $1.57M | $1.53M | -$41,255.3 | -2.63% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,135 | $42,165.75 | $53,859.3 | $11,693.55 | 27.73% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 65,011 | $1.24M | $1.11M | -$129,706.07 | -10.46% |
CJ Harrison DecisionPoint Financial LLC | 12 | $234 | $205.92 | -$28.08 | -12% |
Mariana Coli Dunhill Financial LLC | 152 | $2,545.93 | $2,608.32 | $62.39 | 2.45% |
Drew Phillips Fortitude Family Office LLC | 344 | $5,492.87 | $5,903.04 | $410.17 | 7.47% |
Loni Adams Daymark Wealth Partners LLC | 96,345 | $1.84M | $1.66M | -$176,793.48 | -9.62% |
Brian Matter Creative Capital Management Investments LLC | 118 | $2,262.06 | $2,024.88 | -$237.18 | -10.49% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 13,040 | $182,651.07 | $227,156.8 | $44,505.73 | 24.37% |
Kevin Kroskey True Wealth Design LLC | 3,908 | $64,456.04 | $67,061.28 | $2,605.24 | 4.04% |
Lison Couture iA Global Asset Management Inc. | 15,295 | $293,205.15 | $262,615.15 | -$30,590 | -10.43% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,510 | $25,274.56 | $25,919.15 | $644.59 | 2.55% |
Courtney Holt Compound Planning, Inc. | 10,612 | $202,477 | $181,995.8 | -$20,481.2 | -10.12% |
Shawn Scholz Impact Partnership Wealth, LLC | 11,557 | $220,515 | $198,433.69 | -$22,081.31 | -10.01% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 146 | $2,158 | $2,505.36 | $347.36 | 16.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,301 | $269,698.59 | $309,835.93 | $40,137.34 | 14.88% |
Mathieu Cornu Pictet Asset Management Holding SA | 49,530 | $638,768.27 | $849,934.8 | $211,166.53 | 33.06% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 64 | $880.88 | $1,102.72 | $221.84 | 25.18% |
Syon Capital LLC SYON CAPITAL LLC | 36,402 | $593,380.29 | $622,110.18 | $28,729.89 | 4.84% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 18,421 | $255,860.91 | $316,104.36 | $60,243.45 | 23.55% |