| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 19,288 | $358,656.96 | $363,771.68 | $5,114.72 | 1.43% |
Brian Matter Creative Capital Management Investments LLC | 130 | $2,411.5 | $2,423.2 | $11.7 | 0.49% |
Holly Skipper Verum Partners LLC | 10,632 | $132,155.7 | $200,306.88 | $68,151.18 | 51.57% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 11,408 | $214,584.39 | $212,645.12 | -$1,939.27 | -0.9% |
Kevin Kroskey True Wealth Design LLC | 871 | $15,965.62 | $16,235.44 | $269.82 | 1.69% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,663 | $197,799 | $201,424.07 | $3,625.07 | 1.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,356 | $198,885.05 | $194,175 | -$4,710.05 | -2.37% |
Mathieu Cornu Pictet Asset Management Holding SA | 59,629 | $1.14M | $1.11M | -$30,665.13 | -2.68% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6,931 | $110,811.2 | $129,124.53 | $18,313.33 | 16.53% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 10,048 | $186,389 | $187,445.44 | $1,056.44 | 0.57% |
NICOLE MARTIN Arlington Trust Co LLC | 37 | $696 | $689.12 | -$6.88 | -0.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 95 | $1,765 | $1,770.8 | $5.8 | 0.33% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,343 | $24,913 | $24,999.94 | $86.94 | 0.35% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,856 | $53,271 | $52,993.08 | -$277.92 | -0.52% |
Taylor Wagner Valued Wealth Advisors LLC | 480 | $9,010.25 | $8,911.2 | -$99.05 | -1.1% |
Keisuke Ichihara Rakuten Securities, Inc. | 22 | $321.24 | $408.98 | $87.74 | 27.31% |
Rob Dainard Hara Capital LLC | 39,668 | $579,152.8 | $751,311.92 | $172,159.12 | 29.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,431 | $23,730.88 | $26,831.25 | $3,100.37 | 13.06% |
Matthew Stead Sachetta, LLC | 697 | $12,760.24 | $12,939.8 | $179.56 | 1.41% |
David P. Cushing nVerses Capital, LLC | 16,024 | $297,245 | $303,734.92 | $6,489.92 | 2.18% |