| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McEnroe Azimuth Capital Investment Management LLC | 2,000 | $234,540 | $161,790 | -$72,750 | -31.02% |
Lukas Lindgren Abound Wealth Management | 3 | $249.27 | $249.96 | $0.69 | 0.28% |
Drew Phillips Fortitude Family Office LLC | 270 | $29,497.25 | $22,423.5 | -$7,073.75 | -23.98% |
Jill Grimes Centurion Wealth Management LLC | 12,750 | $518,160 | $1.03M | $513,952.5 | 99.19% |
David Smith Linden Thomas Advisory Services LLC | 6,098 | $400,760.44 | $485,705.7 | $84,945.26 | 21.2% |
Kevin Kroskey True Wealth Design LLC | 892 | $31,149.25 | $74,080.6 | $42,931.35 | 137.82% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 10,681 | $507,941.17 | $864,626.95 | $356,685.78 | 70.22% |
Staci Compagno Portside Wealth Group, LLC | 5,538 | $649,441.26 | $442,153.92 | -$207,287.34 | -31.92% |
Norden Group LLC NORDEN GROUP LLC | 2,200 | $257,994 | $175,230 | -$82,764 | -32.08% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,198 | $145,700.87 | $252,865.86 | $107,164.99 | 73.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,039 | $121,843.53 | $87,805.89 | -$34,037.64 | -27.94% |
Mathieu Cornu Pictet Asset Management Holding SA | 7,650 | $411,793.35 | $635,332.5 | $223,539.15 | 54.28% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $326.96 | $550.41 | $223.45 | 68.34% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 28,127 | $2.31M | $2.26M | -$48,588.96 | -2.1% |
Jae Cho Marex Group plc | 1,498 | $175,670.46 | $122,746.12 | -$52,924.34 | -30.13% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,135 | $250,371.45 | $177,194.32 | -$73,177.13 | -29.23% |
Syon Capital LLC SYON CAPITAL LLC | 1,734 | $203,346.18 | $141,529.08 | -$61,817.1 | -30.4% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,670 | $95,898.94 | $131,312.1 | $35,413.16 | 36.93% |
Darin Sadow Freestone Grove Partners LP | 15,201 | $1.15M | $1.24M | $93,672.82 | 8.15% |
Curtis Burkholder Bare Financial Services, Inc | 219 | $14,517.72 | $18,187.95 | $3,670.23 | 25.28% |