| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 5,035 | $166,648.9 | $208,977.67 | $42,328.77 | 25.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,448 | $1.33M | $1.33M | -$1,931.81 | -0.15% |
| AK Alisha Kamadia United Community Bank | 347,362 | $11.66M | $14.39M | $2.73M | 23.45% |
Joseph C. Gissy Tactive Advisors, LLC | 57,102 | $2.08M | $2.37M | $295,048.59 | 14.21% |
Amir Har-El Savvy Advisors, Inc. | 157,209 | $6.66M | $6.51M | -$153,613.6 | -2.31% |
Jon Deven Mouton CAP Partners, LLC | 6,554 | $222,269.49 | $274,088.28 | $51,818.79 | 23.31% |
Dane Grouell Turning Point Benefit Group, Inc. | 66,827 | $1.94M | $2.77M | $832,274.22 | 42.94% |
Michel Del Buono a16z Perennial Management, L.P. | 17,077 | $734,140 | $705,536.25 | -$28,603.75 | -3.9% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 15,218 | $313,490.8 | $629,644.75 | $316,153.95 | 100.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,867 | $89,348.63 | $117,116.95 | $27,768.32 | 31.08% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,168 | $222,172.09 | $215,092.16 | -$7,079.93 | -3.19% |
Neil Greenspan Fielder Capital Group LLC | 395,257 | $10.46M | $16.41M | $5.95M | 56.84% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 15,868 | $440,258.63 | $657,807.94 | $217,549.31 | 49.41% |
Chris Chatto Encompass More Asset Management | 94,367 | $3.78M | $3.92M | $141,078.33 | 3.74% |
Corey Saft Sivia Capital Partners, LLC | 18,301 | $790,983.96 | $758,210.43 | -$32,773.53 | -4.14% |
Kyle Jones Pineridge Advisors LLC | 2,674 | $59,660.61 | $110,797.19 | $51,136.58 | 85.71% |
| CI CacheTech Inc. CacheTech Inc. | 5,516 | $257,550.07 | $230,155.1 | -$27,394.97 | -10.64% |
Douglas E. Morisoli Fairman Group, LLC | 959 | $41,993.22 | $39,764.93 | -$2,228.29 | -5.31% |
Mark Weiskind Fairway Wealth LLC | 106 | $4,241 | $4,411.72 | $170.72 | 4.03% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 163 | $6,274 | $6,780.8 | $506.8 | 8.08% |