| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Kronour Kapstone Financial Advisors LLC | 6,645 | $801,154.8 | $797,699.01 | -$3,455.79 | -0.43% |
Beth Zilka Baron Wealth Management LLC | 2,831 | $335,426.72 | $330,774.04 | -$4,652.68 | -1.39% |
Lison Couture iA Global Asset Management Inc. | 41,799 | $5.21M | $4.88M | -$324,128.8 | -6.22% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 2,214 | $217,726 | $258,683.76 | $40,957.76 | 18.81% |
Gregg Zeoli Empire Financial Management Company LLC | 17,575 | $2.02M | $2.14M | $129,340.76 | 6.42% |
| PIL PFG Investments LLC PFG Investments LLC | 7,448 | $913,550.43 | $870,224.32 | -$43,326.11 | -4.74% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,139 | $244,344.69 | $249,920.76 | $5,576.07 | 2.28% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 400 | $37,624.25 | $46,736 | $9,111.75 | 24.22% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,728 | $689,507.05 | $552,419.52 | -$137,087.53 | -19.88% |
Courtney Holt Compound Planning, Inc. | 4,767 | $694,443.71 | $556,976.28 | -$137,467.43 | -19.8% |
Katherine Stoner Empower Advisory Group, LLC | 2,250 | $301,793.67 | $270,832.5 | -$30,961.17 | -10.26% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 16,402 | $1.84M | $1.97M | $132,800.01 | 7.21% |
Ian Wang Plato Investment Management Ltd | 17,159 | $2.11M | $2.06M | -$48,946.91 | -2.32% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,574 | $647,360.62 | $651,266.16 | $3,905.54 | 0.6% |
John Shanley Aspect Partners, LLC | 16 | $1,926.2 | $1,869.44 | -$56.76 | -2.95% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 413 | $46,331 | $48,254.92 | $1,923.92 | 4.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,222 | $854,066.14 | $843,818.48 | -$10,247.66 | -1.2% |
Tony Macafee UniSuper Management Pty Ltd | 36,715 | $5.33M | $4.48M | -$853,887.3 | -16.01% |
Thomas Healy PFW Advisors LLC | 18,596 | $1.6M | $2.17M | $568,422.08 | 35.43% |
Norden Group LLC NORDEN GROUP LLC | 4,636 | $603,317.93 | $541,670.24 | -$61,647.69 | -10.22% |