| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Florian Peters denkapparat Operations GmbH | 1,870 | $523,394 | $504,385.75 | -$19,008.25 | -3.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,658 | $1.85M | $1.27M | -$578,200.42 | -31.34% |
Greg Werlinich Werlinich Asset Management, LLC | 3,235 | $661,995.25 | $861,124.65 | $199,129.4 | 30.08% |
Robert Shea NEOS Investment Management LLC | 6,142 | $2.06M | $1.66M | -$403,482.69 | -19.57% |
David Vollmer PFS Partners, LLC | 17 | $4,105 | $4,588.98 | $483.98 | 11.79% |
Benj Foor Frazier Financial Advisors, LLC | 55 | $16,031.23 | $14,855.5 | -$1,175.73 | -7.33% |
Amir Har-El Savvy Advisors, Inc. | 1,183 | $355,016.42 | $313,631.04 | -$41,385.38 | -11.66% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 245 | $57,851.46 | $64,841.7 | $6,990.24 | 12.08% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $778.92 | $815.7 | $36.78 | 4.72% |
Darin Sadow Freestone Grove Partners LP | 81,583 | $22.83M | $21.66M | -$1.17M | -5.13% |
Keisuke Ichihara Rakuten Securities, Inc. | 30 | $8,710.68 | $8,157 | -$553.68 | -6.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 66 | $17,964.47 | $17,458.98 | -$505.49 | -2.81% |
Matthew Stead Sachetta, LLC | 61 | $15,260.7 | $16,189.7 | $929 | 6.09% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 13 | $4,939.32 | $3,473.86 | -$1,465.46 | -29.67% |
Alan Gilmore Private Wealth Management Group, LLC | 458 | $127,015.56 | $122,386.76 | -$4,628.8 | -3.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,792 | $2.82M | $2.88M | $61,646.48 | 2.18% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 3 | $1,020 | $808.77 | -$211.23 | -20.71% |
| WL Wealthcollab LLC WealthCollab, LLC | 37 | $6,992 | $9,825.72 | $2,833.72 | 40.53% |
Ian Jameson American Capital Advisory, LLC | 425 | $112,362 | $112,450.75 | $88.75 | 0.08% |
Janice M. Powell Diversify Advisory Services, LLC | 719 | $207,189 | $190,520.62 | -$16,668.38 | -8.05% |