| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 8,351 | $235,011.87 | $230,529.35 | -$4,482.52 | -1.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 64 | $1,870 | $1,759.36 | -$110.64 | -5.92% |
Shawn Scholz Impact Partnership Wealth, LLC | 23,345 | $615,090.91 | $645,839.42 | $30,748.51 | 5% |
Robert Green LECAP ASSET MANAGEMENT LTD | 13,620 | $367,272.45 | $377,886.9 | $10,614.45 | 2.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,166 | $180,773.75 | $168,270.14 | -$12,503.61 | -6.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 35,924 | $704,470.12 | $991,861.64 | $287,391.52 | 40.8% |
Marilou Davido WFA Asset Management Corp | 1,000 | $19,290 | $27,930 | $8,640 | 44.79% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 88 | $1,744.93 | $2,450.8 | $705.87 | 40.45% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 9,908 | $213,143.13 | $273,758.04 | $60,614.91 | 28.44% |
STEFANIE KENNEDY Ballast Asset Management, LP | 147,998 | $2.98M | $4.08M | $1.09M | 36.68% |
Syon Capital LLC SYON CAPITAL LLC | 22,671 | $656,169.97 | $623,452.5 | -$32,717.47 | -4.99% |
Florian Peters denkapparat Operations GmbH | 15,804 | $387,809.59 | $436,980.6 | $49,171.01 | 12.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,574 | $405,150.07 | $545,135.9 | $139,985.83 | 34.55% |
Taylor Wagner Valued Wealth Advisors LLC | 270 | $7,081.34 | $7,516.8 | $435.46 | 6.15% |
Darin Sadow Freestone Grove Partners LP | 60,340 | $1.58M | $1.66M | $73,916.26 | 4.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 151 | $3,965.9 | $4,203.84 | $237.94 | 6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,563 | $162,319.08 | $151,814.27 | -$10,504.81 | -6.47% |
Matthew Stead Sachetta, LLC | 17 | $446.29 | $467.5 | $21.21 | 4.75% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 431 | $11,314.18 | $11,899.91 | $585.73 | 5.18% |
Amber Baker NDVR, Inc. | 11,161 | $228,925.42 | $308,155.21 | $79,229.79 | 34.61% |