| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 32,972 | $1.35M | $1.33M | -$16,821.67 | -1.25% |
| AK Alisha Kamadia United Community Bank | 347,362 | $11.66M | $15.05M | $3.39M | 29.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,296 | $200,623 | $173,429.52 | -$27,193.48 | -13.55% |
Joseph C. Gissy Tactive Advisors, LLC | 39,508 | $1.35M | $1.59M | $246,713 | 18.3% |
Amir Har-El Savvy Advisors, Inc. | 55,804 | $2.61M | $2.25M | -$353,239.52 | -13.55% |
Jon Deven Mouton CAP Partners, LLC | 6,554 | $222,269.49 | $264,584.98 | $42,315.49 | 19.04% |
Dane Grouell Turning Point Benefit Group, Inc. | 66,827 | $1.94M | $2.7M | $759,766.93 | 39.2% |
Michel Del Buono a16z Perennial Management, L.P. | 17,077 | $734,140 | $689,398.49 | -$44,741.51 | -6.09% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 15,218 | $313,490.8 | $614,350.66 | $300,859.86 | 95.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,867 | $89,348.63 | $126,148 | $36,799.37 | 41.19% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 5,168 | $222,172.09 | $208,632.16 | -$13,539.93 | -6.09% |
Neil Greenspan Fielder Capital Group LLC | 395,257 | $10.46M | $15.96M | $5.5M | 52.55% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 17,611 | $486,012.59 | $710,956.07 | $224,943.48 | 46.28% |
Chris Chatto Encompass More Asset Management | 94,367 | $3.78M | $3.81M | $33,971.79 | 0.9% |
Corey Saft Sivia Capital Partners, LLC | 18,301 | $790,983.96 | $738,811.37 | -$52,172.59 | -6.6% |
Kyle Jones Pineridge Advisors LLC | 2,674 | $59,660.61 | $107,949.38 | $48,288.77 | 80.94% |
| CI CacheTech Inc. CacheTech Inc. | 5,516 | $257,550.07 | $241,269.84 | -$16,280.23 | -6.32% |
Douglas E. Morisoli Fairman Group, LLC | 596 | $27,469.43 | $24,060.52 | -$3,408.91 | -12.41% |
Mark Weiskind Fairway Wealth LLC | 106 | $4,241 | $4,279.22 | $38.22 | 0.9% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 163 | $6,274 | $7,111.69 | $837.69 | 13.35% |