| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 770 | $247,085 | $199,888.15 | -$47,196.85 | -19.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 13 | $4,175 | $3,433.17 | -$741.83 | -17.77% |
Staci Compagno Portside Wealth Group, LLC | 1,058 | $256,700.05 | $270,927.35 | $14,227.3 | 5.54% |
Annmarie Young KPP Advisory Services LLC | 1,438 | $295,351.3 | $369,335.92 | $73,984.62 | 25.05% |
Andrew Agosta Prosperity Financial Group, Inc. | 650 | $238,765.15 | $170,241.5 | -$68,523.65 | -28.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,783 | $327,566.01 | $475,187.35 | $147,621.34 | 45.07% |
Mathieu Cornu Pictet Asset Management Holding SA | 2,866 | $295,727.63 | $752,153.04 | $456,425.41 | 154.34% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 12 | $1,492 | $3,161.52 | $1,669.52 | 111.9% |
Florian Peters denkapparat Operations GmbH | 1,280 | $254,496 | $328,198.4 | $73,702.4 | 28.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 46 | $8,945.53 | $12,072.24 | $3,126.71 | 34.95% |
Charles Corkery PUREfi Wealth, LLC | 664 | $243,907.12 | $171,956.08 | -$71,951.04 | -29.5% |
Curtis Burkholder Bare Financial Services, Inc | 10 | $1,784.8 | $2,624.4 | $839.6 | 47.04% |
Keisuke Ichihara Rakuten Securities, Inc. | 538 | $197,278.42 | $135,538.34 | -$61,740.08 | -31.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 560 | $110,410.6 | $149,245.61 | $38,835.01 | 35.17% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 16,172 | $2.95M | $4.24M | $1.29M | 43.79% |
David McNeely Darden Wealth Group Inc | 1,030 | $212,277.65 | $268,871.2 | $56,593.55 | 26.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,104 | $1.36M | $1.6M | $237,781.94 | 17.43% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,468 | $346,085.43 | $372,798.6 | $26,713.17 | 7.72% |
Ashley Meredith Abel Hall, LLC | 1,164 | $229,520.4 | $297,308.88 | $67,788.48 | 29.53% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 3,268 | $706,158.63 | $857,653.92 | $151,495.29 | 21.45% |