| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul L. Moffat Arista Wealth Management LLC | 3,411 | $229,151 | $230,685.93 | $1,534.93 | 0.67% |
David Smith Linden Thomas Advisory Services LLC | 10,335 | $694,305.8 | $696,217.27 | $1,911.47 | 0.28% |
Kevin Kroskey True Wealth Design LLC | 1,062 | $72,823.85 | $71,642.52 | -$1,181.33 | -1.62% |
| DD Damir Durkovic Entropy Technologies, LP | 39,078 | $2.77M | $2.62M | -$145,040.88 | -5.24% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 287 | $20,842.43 | $19,352.41 | -$1,490.02 | -7.15% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 37,822 | $2.54M | $2.55M | $8,888.27 | 0.35% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,745 | $200,436 | $185,054.17 | -$15,381.83 | -7.67% |
Keith Henderson CULTIVAR CAPITAL, INC. | 8,603 | $582,682 | $584,229.73 | $1,547.73 | 0.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,867 | $128,793.43 | $124,603.58 | -$4,189.85 | -3.25% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,878 | $945,827.45 | $1.07M | $125,302.43 | 13.25% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $1,125.84 | $1,145.8 | $19.96 | 1.77% |
Syon Capital LLC SYON CAPITAL LLC | 4,203 | $306,945 | $283,303.21 | -$23,641.79 | -7.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,279 | $294,099.75 | $288,661.34 | -$5,438.41 | -1.85% |
Amir Har-El Savvy Advisors, Inc. | 68,711 | $4.88M | $4.64M | -$239,477.65 | -4.91% |
Curtis Burkholder Bare Financial Services, Inc | 25 | $1,778.03 | $1,686.5 | -$91.53 | -5.15% |
Jaran Day OPINICUS CAPITAL, INC. | 264,515 | $19.32M | $17.85M | -$1.47M | -7.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 135 | $9,562.83 | $9,009.9 | -$552.93 | -5.78% |
Matthew Stead Sachetta, LLC | 48 | $3,253.1 | $3,241.2 | -$11.9 | -0.37% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 74 | $5,077.73 | $4,992.04 | -$85.69 | -1.69% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,163 | $1.17M | $1.09M | -$78,278.49 | -6.7% |