| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 202 | $2,412.48 | $2,450.26 | $37.78 | 1.57% |
| PIL PFG Investments LLC PFG Investments LLC | 22,049 | $370,722.15 | $269,328.53 | -$101,393.62 | -27.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 643 | $6,919 | $7,841.38 | $922.38 | 13.33% |
Jorge Paganin Abacus Wealth Partners, LLC | 20,935 | $373,061.66 | $240,333.8 | -$132,727.86 | -35.58% |
Courtney Holt Compound Planning, Inc. | 31,282 | $625,156.54 | $381,483.99 | -$243,672.55 | -38.98% |
Katherine Stoner Empower Advisory Group, LLC | 10,260 | $197,367.04 | $117,784.8 | -$79,582.24 | -40.32% |
Ian Wang Plato Investment Management Ltd | 42,329 | $441,441 | $485,936.92 | $44,495.92 | 10.08% |
Peter Sigismondi Ramirez Asset Management, Inc. | 162,796 | $1.71M | $1.87M | $161,173.09 | 9.44% |
| AA Andrew Alkon EntryPoint Capital, LLC | 30,432 | $411,136 | $367,162.08 | -$43,973.92 | -10.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,655 | $314,781.67 | $236,086.65 | -$78,695.02 | -25% |
Mathieu Cornu Pictet Asset Management Holding SA | 51,736 | $542,711 | $627,557.68 | $84,846.68 | 15.63% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 30,832 | $591,877.51 | $374,454.64 | -$217,422.87 | -36.73% |
Jae Cho Marex Group plc | 31,726 | $428,618.29 | $383,725.97 | -$44,892.32 | -10.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,090 | $119,051.54 | $110,261.7 | -$8,789.84 | -7.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,919 | $114,548 | $132,447.47 | $17,899.47 | 15.63% |
James Rankin Modern Wealth Management, LLC | 14,051 | $223,985.4 | $170,579.14 | -$53,406.26 | -23.84% |
Michael Summers Aikya Investment Management Ltd | 352,907 | $6.45M | $4.21M | -$2.24M | -34.71% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,374 | $17,762.18 | $16,728.45 | -$1,033.73 | -5.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 810 | $13,258.51 | $9,825.3 | -$3,433.21 | -25.89% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 66,124 | $1.25M | $802,084.12 | -$450,314.45 | -35.96% |