| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 119 | $3,849.09 | $5,371.66 | $1,522.57 | 39.56% |
Courtney Holt Compound Planning, Inc. | 4,287 | $194,586.93 | $191,264.5 | -$3,322.43 | -1.71% |
Ian Wang Plato Investment Management Ltd | 1,153 | $33,355.38 | $50,939.54 | $17,584.16 | 52.72% |
Shawn Scholz Impact Partnership Wealth, LLC | 18,459 | $837,854.01 | $817,087.63 | -$20,766.38 | -2.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,416 | $518,172.24 | $506,527.92 | -$11,644.32 | -2.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,379 | $325,279.54 | $429,370.62 | $104,091.08 | 32% |
Mathieu Cornu Pictet Asset Management Holding SA | 13,801 | $569,958.82 | $620,906.99 | $50,948.17 | 8.94% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $672.07 | $700.16 | $28.09 | 4.18% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 9,045 | $258,598.04 | $402,050.25 | $143,452.21 | 55.47% |
Chris Kleine Park Capital Management, LLC / WI | 9,351 | $438,277.07 | $414,670.09 | -$23,606.98 | -5.39% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,395 | $648,977.02 | $1.06M | $407,541.18 | 62.8% |
Florian Peters denkapparat Operations GmbH | 4,076 | $185,009.64 | $180,342.62 | -$4,667.02 | -2.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 301 | $11,042.39 | $13,171.76 | $2,129.37 | 19.28% |
David Vollmer PFS Partners, LLC | 4,000 | $165,160 | $177,180 | $12,020 | 7.28% |
Taylor Wagner Valued Wealth Advisors LLC | 285 | $9,123.91 | $12,471.6 | $3,347.69 | 36.69% |
Darin Sadow Freestone Grove Partners LP | 2 | $90.78 | $88.58 | -$2.2 | -2.42% |
Curtis Burkholder Bare Financial Services, Inc | 163 | $7,398.57 | $7,333.37 | -$65.2 | -0.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 371 | $9,127.29 | $16,984.38 | $7,857.09 | 86.08% |
Matthew Stead Sachetta, LLC | 100 | $2,074.68 | $4,435.5 | $2,360.82 | 113.79% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 50 | $1,387 | $2,249.5 | $862.5 | 62.18% |