| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 228 | $24,678.89 | $31,347.72 | $6,668.83 | 27.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 455 | $70,789.47 | $63,872.9 | -$6,916.57 | -9.77% |
Matthew Stead Sachetta, LLC | 13 | $1,926.67 | $1,502.8 | -$423.87 | -22% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,688 | $312,330.02 | $195,132.8 | -$117,197.22 | -37.52% |
Amber Baker NDVR, Inc. | 1,913 | $304,853.52 | $221,142.8 | -$83,710.72 | -27.46% |
Alan Gilmore Private Wealth Management Group, LLC | 188 | $20,249.49 | $21,732.8 | $1,483.31 | 7.33% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 22,760 | $2.58M | $3.2M | $616,948.05 | 23.93% |
Angela Mari Abich Financial Wealth Management LLC | 1,314 | $247,604.92 | $151,898.4 | -$95,706.52 | -38.65% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,736 | $955,596.37 | $778,681.6 | -$176,914.77 | -18.51% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 18 | $3,247 | $2,503.8 | -$743.2 | -22.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,329 | $425,109.06 | $457,704.24 | $32,595.18 | 7.67% |
Ashley Meredith Abel Hall, LLC | 2,393 | $246,444 | $276,630.8 | $30,186.8 | 12.25% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 5,554 | $1.05M | $642,042.4 | -$407,418.6 | -38.82% |
| WL Wealthcollab LLC WealthCollab, LLC | 355 | $67,081 | $48,808.95 | -$18,272.05 | -27.24% |
Ian Jameson American Capital Advisory, LLC | 5 | $709.75 | $578 | -$131.75 | -18.56% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 11,025 | $1.43M | $1.59M | $152,226.74 | 10.62% |
| HAS Hayley A. Snell LRI Investments, LLC | 8 | $824 | $924.8 | $100.8 | 12.23% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 10,880 | $1.35M | $1.26M | -$88,184.62 | -6.55% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 4,128 | $641,948 | $593,730.24 | -$48,217.76 | -7.51% |
Winfried Buchbauer Erste Asset Management GmbH | 36,672 | $6.11M | $4.24M | -$1.87M | -30.59% |