| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 78 | $5,415 | $5,402.28 | -$12.72 | -0.23% |
Courtney Holt Compound Planning, Inc. | 5,739 | $361,251.33 | $397,712.7 | $36,461.37 | 10.09% |
Katherine Stoner Empower Advisory Group, LLC | 3,440 | $238,444.28 | $233,696.4 | -$4,747.88 | -1.99% |
Shawn Scholz Impact Partnership Wealth, LLC | 11,849 | $874,456.2 | $809,227.45 | -$65,228.75 | -7.46% |
Bruce Berger Linonia Partnership LP | 9.03M | $756.42M | $612.51M | -$143.91M | -19.03% |
| AA Andrew Alkon EntryPoint Capital, LLC | 9,659 | $697,026.75 | $655,025.08 | -$42,001.67 | -6.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,044 | $567,828.83 | $540,154.6 | -$27,674.23 | -4.87% |
Mathieu Cornu Pictet Asset Management Holding SA | 44,715 | $2.06M | $3.08M | $1.02M | 49.69% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 27 | $1,354.02 | $1,830.06 | $476.04 | 35.16% |
Chris Kleine Park Capital Management, LLC / WI | 3,653 | $232,686 | $249,901.73 | $17,215.73 | 7.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,165 | $952,463.03 | $1.19M | $235,183.32 | 24.69% |
Syon Capital LLC SYON CAPITAL LLC | 3,260 | $268,014.4 | $223,114.4 | -$44,900 | -16.75% |
Florian Peters denkapparat Operations GmbH | 4,026 | $337,097 | $275,096.58 | -$62,000.42 | -18.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,267 | $847,210.98 | $695,897.26 | -$151,313.72 | -17.86% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,655 | $2.71M | $2.48M | -$220,663.1 | -8.16% |
Amir Har-El Savvy Advisors, Inc. | 3,992 | $330,596.4 | $276,725.44 | -$53,870.96 | -16.3% |
Ann Keitner Quantum Portfolio Management LLC | 1,350 | $99,630 | $91,692 | -$7,938 | -7.97% |
United Advisor Group LLC United Advisor Group, LLC | 3,053 | $213,370.39 | $207,405.55 | -$5,964.84 | -2.8% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 35 | $1,715 | $2,408.7 | $693.7 | 40.45% |
Darin Sadow Freestone Grove Partners LP | 14,630 | $1.12M | $1.01M | -$116,538 | -10.38% |