| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Kleine Park Capital Management, LLC / WI | 1,043 | $442,065 | $406,613.55 | -$35,451.45 | -8.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,091 | $188,952.24 | $425,326.35 | $236,374.11 | 125.1% |
Florian Peters denkapparat Operations GmbH | 748 | $218,895 | $305,610.36 | $86,715.36 | 39.62% |
James Rankin Modern Wealth Management, LLC | 637 | $269,991 | $281,050.77 | $11,059.77 | 4.1% |
David Vollmer PFS Partners, LLC | 28 | $5,068 | $10,915.8 | $5,847.8 | 115.39% |
Amir Har-El Savvy Advisors, Inc. | 2,108 | $406,949.99 | $821,803.8 | $414,853.81 | 101.94% |
Curtis Burkholder Bare Financial Services, Inc | 57 | $14,328.18 | $22,221.45 | $7,893.27 | 55.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 412 | $86,792 | $176,673.84 | $89,881.84 | 103.56% |
Matthew Stead Sachetta, LLC | 47 | $19,922 | $18,322.95 | -$1,599.05 | -8.03% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 7 | $2,311.71 | $3,088.47 | $776.76 | 33.6% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,067 | $429,254.1 | $805,819.95 | $376,565.85 | 87.73% |
Alan Gilmore Private Wealth Management Group, LLC | 8 | $1,159 | $3,118.8 | $1,959.8 | 169.09% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,942 | $1.65M | $2.98M | $1.33M | 80.74% |
Seth Hodes Able Wealth Management LLC | 710 | $207,774.86 | $276,793.5 | $69,018.64 | 33.22% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 11 | $1,907 | $4,288.35 | $2,381.35 | 124.87% |
Ashley Meredith Abel Hall, LLC | 1,909 | $504,806.79 | $744,223.65 | $239,416.86 | 47.43% |
Nitin Kumbhani Accent Capital Management, LLC | 40 | $16,954 | $17,152.8 | $198.8 | 1.17% |
Gregg L. Kudisch Gallo Partners, LP | 3,828 | $1.62M | $1.64M | $19,063.96 | 1.18% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 512 | $92,663.25 | $199,603.2 | $106,939.95 | 115.41% |
Janice M. Powell Diversify Advisory Services, LLC | 624 | $260,513 | $255,684 | -$4,829 | -1.85% |