| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Oleari Trifecta Capital Advisors LLC | 200 | $18,274 | $9,320 | -$8,954 | -49% |
Scott Register Register Financial Advisors LLC | 87,364 | $2.64M | $4.07M | $1.43M | 54.24% |
Bree Pate Olisti Co. Wealth LLC | 1,000 | $75,910 | $46,600 | -$29,310 | -38.61% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 650 | $45,831.38 | $35,990.5 | -$9,840.88 | -21.47% |
Lydia Moore MRP Capital Investments LLC | 6,750 | $509,341.91 | $410,265 | -$99,076.91 | -19.45% |
Moises Valladares Insigneo Advisory Services LLC | 5,222 | $343,312.03 | $337,236.76 | -$6,075.27 | -1.77% |
Kevin Kroskey True Wealth Design LLC | 57 | $2,562.35 | $2,656.2 | $93.85 | 3.66% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 5,578 | $278,119.08 | $259,934.8 | -$18,184.28 | -6.54% |
| PIL PFG Investments LLC PFG Investments LLC | 4,200 | $209,412 | $195,720 | -$13,692 | -6.54% |
| DD Damir Durkovic Entropy Technologies, LP | 66,356 | $3.31M | $4.23M | $926,329.92 | 28% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 7,577 | $525,271.49 | $353,088.2 | -$172,183.29 | -32.78% |
John Shanley Aspect Partners, LLC | 381 | $13,530.28 | $17,754.6 | $4,224.32 | 31.22% |
Bradley Harsch Strategic Advocates LLC | 533 | $42,048.3 | $34,016.06 | -$8,032.24 | -19.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,007 | $469,324.29 | $373,126.2 | -$96,198.09 | -20.5% |
Mathieu Cornu Pictet Asset Management Holding SA | 27,554 | $835,096.26 | $1.28M | $448,920.14 | 53.76% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $493.56 | $792.2 | $298.64 | 60.51% |
Jae Cho Marex Group plc | 15,540 | $1.02M | $1M | -$13,889.35 | -1.37% |
Christopher Barr Red Mountain Financial, LLC | 7,320 | $153,754.8 | $341,112 | $187,357.2 | 121.85% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,605 | $806,900.81 | $587,393 | -$219,507.81 | -27.2% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 16,866 | $1.49M | $785,955.6 | -$702,612.95 | -47.2% |