| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 5,025 | $166,248.8 | $203,060.25 | $36,811.45 | 22.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,846 | $222,579.81 | $193,840 | -$28,739.81 | -12.91% |
| AK Alisha Kamadia United Community Bank | 376,344 | $12.57M | $14.96M | $2.39M | 19.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,296 | $200,623 | $170,787.48 | -$29,835.52 | -14.87% |
Joseph C. Gissy Tactive Advisors, LLC | 39,508 | $1.35M | $1.57M | $222,810.66 | 16.53% |
Amir Har-El Savvy Advisors, Inc. | 55,804 | $2.61M | $2.22M | -$390,349.18 | -14.98% |
Jon Deven Mouton CAP Partners, LLC | 6,251 | $210,146.44 | $248,508.5 | $38,362.06 | 18.25% |
Dane Grouell Turning Point Benefit Group, Inc. | 74,989 | $2.15M | $2.98M | $825,725.11 | 38.38% |
Michel Del Buono a16z Perennial Management, L.P. | 17,077 | $734,140 | $678,042.28 | -$56,097.72 | -7.64% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 15,218 | $313,490.8 | $604,535.05 | $291,044.25 | 92.84% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,867 | $89,348.63 | $113,819.9 | $24,471.27 | 27.39% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 7,168 | $308,152 | $284,748.8 | -$23,403.2 | -7.59% |
Neil Greenspan Fielder Capital Group LLC | 393,890 | $10.41M | $15.62M | $5.22M | 50.13% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 17,611 | $486,012.59 | $698,448.74 | $212,436.15 | 43.71% |
Corey Saft Sivia Capital Partners, LLC | 15,727 | $687,998.22 | $624,361.9 | -$63,636.32 | -9.25% |
Kyle Jones Pineridge Advisors LLC | 2,674 | $59,660.61 | $106,144.43 | $46,483.82 | 77.91% |
| CI CacheTech Inc. CacheTech Inc. | 5,509 | $257,270 | $218,707.3 | -$38,562.7 | -14.99% |
Douglas E. Morisoli Fairman Group, LLC | 596 | $27,469.43 | $23,658.22 | -$3,811.21 | -13.87% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 163 | $6,274 | $6,493.1 | $219.1 | 3.49% |
Michael Dziura Westfuller Advisors, LLC | 35,165 | $1.33M | $1.39M | $59,741.57 | 4.48% |