| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 110 | $2,384.91 | $3,628.9 | $1,243.99 | 52.16% |
Jill Batley Gateway Wealth Partners LLC | 8,158 | $370,377 | $263,503.4 | -$106,873.6 | -28.86% |
Andy Warning Resolute Wealth Strategies LLC | 13,501 | $298,294.66 | $436,352.32 | $138,057.66 | 46.28% |
Alexandra Stickelman Root Financial Partners, LLC | 28 | $1,271 | $899.08 | -$371.92 | -29.26% |
Courtney Holt Compound Planning, Inc. | 31,118 | $622,313.59 | $999,198.98 | $376,885.39 | 60.56% |
Peter Sigismondi Ramirez Asset Management, Inc. | 59,868 | $1.55M | $1.93M | $379,563.45 | 24.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,888 | $351,307.67 | $412,287.12 | $60,979.45 | 17.36% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,124 | $480,287.5 | $612,350.48 | $132,062.98 | 27.5% |
Jae Cho Marex Group plc | 19,007 | $862,918 | $611,930.36 | -$250,987.64 | -29.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,174 | $456,258 | $328,009.76 | -$128,248.24 | -28.11% |
Anthony Blagrove Traveka Wealth, LLC | 5,745 | $241,283.44 | $185,218.8 | -$56,064.64 | -23.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 8,454 | $370,110.09 | $272,641.5 | -$97,468.59 | -26.34% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,561 | $99,631.53 | $114,521.76 | $14,890.23 | 14.95% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,825 | $400,655 | $291,136.75 | -$109,518.25 | -27.33% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 31,591 | $880,033.36 | $1.02M | $136,407.06 | 15.5% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 20,350 | $346,659.61 | $654,456 | $307,796.39 | 88.79% |
| WL Wealthcollab LLC WealthCollab, LLC | 701 | $10,505.59 | $22,554.67 | $12,049.08 | 114.69% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 64,859 | $2.62M | $2.09M | -$526,792.94 | -20.14% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 589 | $23,268.69 | $18,895.12 | -$4,373.57 | -18.8% |
David Millar Gen-Wealth Partners Inc | 500 | $15,658 | $16,102.5 | $444.5 | 2.84% |