| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ST Steven Trigili Garden State Investment Advisory Services LLC | 12,803 | $464,938.64 | $457,067.1 | -$7,871.54 | -1.69% |
| KK Kevin Kroskey True Wealth Design LLC | 4,381 | $146,526.94 | $156,314.08 | $9,787.14 | 6.68% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 1,343 | $41,244 | $47,918.24 | $6,674.24 | 16.18% |
| LC Lison Couture iA Global Asset Management Inc. | 24,992 | $785,135.64 | $892,214.4 | $107,078.76 | 13.64% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 37 | $1,195 | $1,302.03 | $107.03 | 8.96% |
Alexandra Stickelman Root Financial Partners, LLC | 5,460 | $171,988.19 | $195,031.2 | $23,043.01 | 13.4% |
Courtney Holt Compound Planning, Inc. | 7,871 | $241,731 | $280,522.44 | $38,791.44 | 16.05% |
Katherine Stoner Empower Advisory Group, LLC | 2.22M | $80.52M | $78.85M | -$1.67M | -2.07% |
Robert Green LECAP ASSET MANAGEMENT LTD | 21,066 | $734,246.42 | $749,106.96 | $14,860.54 | 2.02% |
| AA Andrew Alkon EntryPoint Capital, LLC | 24,494 | $752,211 | $876,395.32 | $124,184.32 | 16.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,718 | $216,790.14 | $241,176.2 | $24,386.06 | 11.25% |
Mathieu Cornu Pictet Asset Management Holding SA | 37,477 | $1.44M | $1.34M | -$105,188.31 | -7.29% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 135 | $4,971.42 | $4,818.15 | -$153.27 | -3.08% |
Jae Cho Marex Group plc | 22,172 | $748,499.94 | $792,870.72 | $44,370.78 | 5.93% |
NICOLE MARTIN Arlington Trust Co LLC | 48 | $1,474 | $1,710.24 | $236.24 | 16.03% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 8 | $258.37 | $285.52 | $27.15 | 10.51% |
Syon Capital LLC SYON CAPITAL LLC | 27,639 | $911,065.17 | $986,435.91 | $75,370.74 | 8.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 316 | $9,833.09 | $11,309.64 | $1,476.55 | 15.02% |
Benj Foor Frazier Financial Advisors, LLC | 11 | $338 | $390.72 | $52.72 | 15.6% |
Amir Har-El Savvy Advisors, Inc. | 8,473 | $292,911.85 | $301,892.99 | $8,981.14 | 3.07% |