| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 110 | $10,525.04 | $9,147.6 | -$1,377.44 | -13.09% |
Ed West Values First Advisors Inc. | 2,399 | $127,627.64 | $195,638.45 | $68,010.81 | 53.29% |
Jeffrey Gilbert Balboa Wealth Partners | 2,206 | $240,829.02 | $182,259.72 | -$58,569.3 | -24.32% |
Amna Ali Khan GDS Wealth Management | 2,212 | $241,484.04 | $180,388.6 | -$61,095.44 | -25.3% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,794 | $271,438.62 | $232,349.04 | -$39,089.58 | -14.4% |
David Smith Linden Thomas Advisory Services LLC | 47,314 | $3.78M | $3.91M | $129,496.38 | 3.43% |
Staci Compagno Portside Wealth Group, LLC | 6,390 | $587,237.07 | $527,941.8 | -$59,295.27 | -10.1% |
Norden Group LLC NORDEN GROUP LLC | 2,253 | $245,936.78 | $190,074.34 | -$55,862.44 | -22.71% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,706 | $381,656.6 | $395,445.18 | $13,788.58 | 3.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 224 | $18,341.53 | $18,627.84 | $286.31 | 1.56% |
Mathieu Cornu Pictet Asset Management Holding SA | 3,259 | $302,189.13 | $271,018.44 | -$31,170.69 | -10.31% |
Curtis Burkholder Bare Financial Services, Inc | 6 | $654.96 | $498.96 | -$156 | -23.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 354 | $30,249.01 | $29,438.64 | -$810.37 | -2.68% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,766 | $227,022.83 | $313,180.56 | $86,157.73 | 37.95% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 23 | $1,960.35 | $1,927.86 | -$32.49 | -1.66% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,989 | $326,308.66 | $248,565.24 | -$77,743.42 | -23.83% |
DAVID REICHERT Atlatl Advisers LLC | 473 | $45,389 | $39,079.26 | -$6,309.74 | -13.9% |
| HAS Hayley A. Snell LRI Investments, LLC | 25 | $2,121.43 | $2,079 | -$42.43 | -2% |
| NCG Noah C Goldberg Jain Global LLC | 2,506 | $240,476 | $208,398.96 | -$32,077.04 | -13.34% |
Kings Path Partners LLC Kings Path Partners LLC | 4,675 | $384,659.05 | $386,248.5 | $1,589.45 | 0.41% |