| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 3,157 | $361,734.73 | $268,534.41 | -$93,200.32 | -25.76% |
CJ Harrison DecisionPoint Financial LLC | 1 | $115 | $91.6 | -$23.4 | -20.35% |
Lukas Lindgren Abound Wealth Management | 90 | $7,591.85 | $7,655.4 | $63.55 | 0.84% |
Drew Phillips Fortitude Family Office LLC | 236 | $25,647.46 | $20,074.16 | -$5,573.3 | -21.73% |
Brian Matter Creative Capital Management Investments LLC | 15 | $1,663.35 | $1,275.9 | -$387.45 | -23.29% |
Stephen Smith Kestra Investment Management LLC | 6,267 | $637,044.67 | $574,088.53 | -$62,956.14 | -9.88% |
Kevin Kroskey True Wealth Design LLC | 450 | $31,685.31 | $38,277 | $6,591.69 | 20.8% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 9,279 | $715,787.25 | $850,002.79 | $134,215.54 | 18.75% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,808 | $430,415.81 | $419,786.48 | -$10,629.33 | -2.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 285 | $28,869.17 | $24,242.1 | -$4,627.07 | -16.03% |
Mathieu Cornu Pictet Asset Management Holding SA | 3,783 | $384,726.14 | $321,781.97 | -$62,944.17 | -16.36% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $499.86 | $595.42 | $95.56 | 19.12% |
Jae Cho Marex Group plc | 4,000 | $443,560 | $343,160 | -$100,400 | -22.64% |
STEFANIE KENNEDY Ballast Asset Management, LP | 25,875 | $2.5M | $2.26M | -$241,581.99 | -9.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $80 | $85.06 | $5.06 | 6.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,394 | $4.06M | $3.01M | -$1.05M | -25.77% |
Ann Keitner Quantum Portfolio Management LLC | 681 | $75,516.09 | $58,422.99 | -$17,093.1 | -22.64% |
Darin Sadow Freestone Grove Partners LP | 1,102 | $122,200.78 | $94,540.58 | -$27,660.2 | -22.64% |
JP Tarbutton LHM, INC. | 85,699 | $6.73M | $7.48M | $748,687.83 | 11.12% |
Curtis Burkholder Bare Financial Services, Inc | 7 | $442 | $595.42 | $153.42 | 34.71% |