| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 111,910 | $2.78M | $2.95M | $167,864.8 | 6.03% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 660 | $17,048 | $17,387.7 | $339.7 | 1.99% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,883 | $305,592.78 | $234,022.63 | -$71,570.15 | -23.42% |
Alexandra Stickelman Root Financial Partners, LLC | 318 | $9,025.08 | $8,377.71 | -$647.37 | -7.17% |
Jorge Paganin Abacus Wealth Partners, LLC | 13,100 | $478,674.23 | $345,119.5 | -$133,554.73 | -27.9% |
Courtney Holt Compound Planning, Inc. | 15,745 | $570,453.51 | $414,802.02 | -$155,651.49 | -27.29% |
Nemes Rush Group LLC Nemes Rush Group LLC | 30 | $1,096.27 | $790.35 | -$305.92 | -27.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,421 | $682,197.46 | $565,085.98 | -$117,111.48 | -17.17% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 263,000 | $6.54M | $6.94M | $393,185 | 6.01% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,090 | $335,189.8 | $266,123.75 | -$69,066.05 | -20.61% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 30,159 | $963,372.42 | $792,578.52 | -$170,793.9 | -17.73% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 20,882 | $604,314.5 | $550,762.75 | -$53,551.75 | -8.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,226 | $35,783.27 | $32,323.49 | -$3,459.78 | -9.67% |
Benj Foor Frazier Financial Advisors, LLC | 562 | $18,566.77 | $14,831.18 | -$3,735.59 | -20.12% |
Michael Summers Aikya Investment Management Ltd | 4.12M | $130.28M | $108.82M | -$21.46M | -16.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,939 | $67,980.84 | $51,121.73 | -$16,859.11 | -24.8% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 551 | $13,709 | $14,527.11 | $818.11 | 5.97% |
Keisuke Ichihara Rakuten Securities, Inc. | 198 | $7,234.8 | $5,216.31 | -$2,018.49 | -27.9% |
Rob Dainard Hara Capital LLC | 100 | $3,193 | $2,634.5 | -$558.5 | -17.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,878 | $134,772.57 | $101,991.4 | -$32,781.17 | -24.32% |