| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 50,783 | $459,965.95 | $451,206.95 | -$8,759 | -1.9% |
Chris Kleine Park Capital Management, LLC / WI | 17,036 | $154,858 | $151,875.94 | -$2,982.06 | -1.93% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 22,173 | $277,302.53 | $198,780.94 | -$78,521.59 | -28.32% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 55,135 | $497,631.46 | $488,496.1 | -$9,135.36 | -1.84% |
Kevin Bresler TD Waterhouse Canada Inc. | 21,788 | $189,093.74 | $192,823.8 | $3,730.06 | 1.97% |
Courtney Haddad Concurrent Investment Advisors, LLC | 374,828 | $4.47M | $3.32M | -$1.15M | -25.81% |
Charles Corkery PUREfi Wealth, LLC | 20,152 | $181,080 | $181,065.72 | -$14.28 | -0.01% |
James Rankin Modern Wealth Management, LLC | 10,188 | $89,146 | $91,285.5 | $2,139.5 | 2.4% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 66,591 | $1.55M | $597,321.27 | -$950,529.22 | -61.41% |
Curtis Burkholder Bare Financial Services, Inc | 373 | $3,374.8 | $3,345.81 | -$28.99 | -0.86% |
Keisuke Ichihara Rakuten Securities, Inc. | 516 | $4,711.06 | $4,566.6 | -$144.46 | -3.07% |
Sam Tedawes Quantessence Capital LLC | 16,432 | $143,780 | $146,984.24 | $3,204.24 | 2.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 268 | $5,877.7 | $2,355.72 | -$3,521.98 | -59.92% |
Matthew Stead Sachetta, LLC | 327 | $2,954.44 | $2,921.74 | -$32.7 | -1.11% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 206 | $1,840.06 | $1,847.82 | $7.76 | 0.42% |
Kelly Richert Clayton Financial Group LLC | 100 | $909 | $891.5 | -$17.5 | -1.93% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 43,130 | $594,061.48 | $386,876.1 | -$207,185.38 | -34.88% |
Seth Hodes Able Wealth Management LLC | 12,163 | $109,102 | $112,994.27 | $3,892.27 | 3.57% |
Corey Saft Sivia Capital Partners, LLC | 144,088 | $1.26M | $1.26M | $2,881.76 | 0.23% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 11,542 | $100,993 | $103,070.06 | $2,077.06 | 2.06% |