| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 375 | $88,455 | $64,338.75 | -$24,116.25 | -27.26% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,242 | $238,938.13 | $359,684.06 | $120,745.93 | 50.53% |
Courtney Holt Compound Planning, Inc. | 1,550 | $404,782.48 | $249,255.5 | -$155,526.98 | -38.42% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,035 | $244,136 | $157,402.8 | -$86,733.2 | -35.53% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 8,065 | $2.11M | $1.31M | -$795,289.57 | -37.76% |
John Shanley Aspect Partners, LLC | 28 | $2,885.49 | $4,551.12 | $1,665.63 | 57.72% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 1,631 | $384,720 | $259,883.54 | -$124,836.46 | -32.45% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,494 | $827,380.51 | $1.19M | $362,217.05 | 43.78% |
Carrie Miller Trellis Wealth Advisors LLC | 2,393 | $187,452.49 | $388,958.22 | $201,505.73 | 107.5% |
Norden Group LLC NORDEN GROUP LLC | 1,849 | $204,758.13 | $299,445.55 | $94,687.42 | 46.24% |
Denise Reinert CGC Financial Services, LLC | 25 | $5,897 | $3,995.75 | -$1,901.25 | -32.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,655 | $534,221.9 | $1.38M | $844,865.8 | 158.15% |
Mathieu Cornu Pictet Asset Management Holding SA | 567,482 | $47.5M | $91.43M | $43.93M | 92.48% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 138 | $14,319 | $20,960.82 | $6,641.82 | 46.38% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 852 | $222,499.79 | $138,117.72 | -$84,382.07 | -37.92% |
Jae Cho Marex Group plc | 775,567 | $76.01M | $126.08M | $50.07M | 65.87% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,537 | $401,387.53 | $246,334.99 | -$155,052.54 | -38.63% |
NICOLE MARTIN Arlington Trust Co LLC | 4 | $415 | $647.8 | $232.8 | 56.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 996 | $260,105.39 | $159,618.96 | -$100,486.43 | -38.63% |
Syon Capital LLC SYON CAPITAL LLC | 925 | $241,563.74 | $145,567.25 | -$95,996.49 | -39.74% |