| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 925 | $140,072.74 | $129,546.25 | -$10,526.49 | -7.52% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,018 | $624,890.58 | $702,770.9 | $77,880.32 | 12.46% |
CJ Harrison DecisionPoint Financial LLC | 1 | $151.43 | $140.11 | -$11.32 | -7.48% |
| JG John Ginter Callan Family Office LLC | 4,482 | $534,913.32 | $629,362.44 | $94,449.12 | 17.66% |
Drew Phillips Fortitude Family Office LLC | 17 | $2,051.53 | $2,387.14 | $335.61 | 16.36% |
Brian Dechow SWAN Capital LLC | 156 | $15,623.36 | $21,857.94 | $6,234.58 | 39.91% |
Brian Matter Creative Capital Management Investments LLC | 7 | $1,060.01 | $980.8 | -$79.21 | -7.47% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 127 | $19,231.61 | $17,833.34 | -$1,398.27 | -7.27% |
Kevin Kroskey True Wealth Design LLC | 24 | $2,835 | $3,370.08 | $535.08 | 18.87% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 3,423 | $518,344.86 | $480,435.16 | -$37,909.7 | -7.31% |
Staci Compagno Portside Wealth Group, LLC | 7,718 | $947,051.18 | $1.1M | $153,149.72 | 16.17% |
Norden Group LLC NORDEN GROUP LLC | 2,870 | $338,974.68 | $421,803.9 | $82,829.22 | 24.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 576 | $70,546.95 | $82,108.8 | $11,561.85 | 16.39% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,364 | $814,736.35 | $907,188.2 | $92,451.85 | 11.35% |
Jae Cho Marex Group plc | 3,125 | $473,218.72 | $520,562.5 | $47,343.78 | 10% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,914 | $203,886.41 | $272,840.7 | $68,954.29 | 33.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 400 | $47,123.39 | $57,020 | $9,896.61 | 21% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 203 | $25,115.86 | $33,909.12 | $8,793.26 | 35.01% |
Matthew Stead Sachetta, LLC | 18 | $2,321 | $2,565.9 | $244.9 | 10.55% |
Alan Gilmore Private Wealth Management Group, LLC | 11 | $1,101.71 | $1,618.92 | $517.21 | 46.95% |