| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eugene Donato KENNEDY INVESTMENT GROUP | 22,764 | $3.45M | $3.37M | -$74,810.79 | -2.17% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,085 | $605,276.73 | $609,196.05 | $3,919.32 | 0.65% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 16,113 | $2.45M | $2.41M | -$37,726.18 | -1.54% |
Staci Compagno Portside Wealth Group, LLC | 16,812 | $2.54M | $2.48M | -$63,952.26 | -2.51% |
Courtney Holt Compound Planning, Inc. | 37,472 | $5.83M | $5.59M | -$243,272.21 | -4.17% |
Katherine Stoner Empower Advisory Group, LLC | 1.06M | $159.99M | $158.46M | -$1.54M | -0.96% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,879 | $708,118.25 | $719,506.13 | $11,387.88 | 1.61% |
Andrew Nall PMV Capital Advisers, LLC | 2,000 | $335,183.38 | $300,140 | -$35,043.38 | -10.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 5,603 | $876,904.93 | $829,916.36 | -$46,988.57 | -5.36% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,292 | $384,989.22 | $338,001.24 | -$46,987.98 | -12.21% |
Scott Kapusta First County Bank /CT/ | 13,199 | $2.13M | $1.95M | -$181,291.29 | -8.52% |
Ian Wang Plato Investment Management Ltd | 66,927 | $10.76M | $9.91M | -$848,039.85 | -7.88% |
Shawn Scholz Impact Partnership Wealth, LLC | 7,550 | $1.13M | $1.11M | -$13,650 | -1.21% |
Chad Tobin Slagle Financial, LLC | 3,046 | $503,579.6 | $449,193.62 | -$54,385.98 | -10.8% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 2,328 | $353,872.08 | $343,310.16 | -$10,561.92 | -2.98% |
John Shanley Aspect Partners, LLC | 315 | $49,028.96 | $46,975.95 | -$2,053.01 | -4.19% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,630 | $548,462.38 | $535,933.2 | -$12,529.18 | -2.28% |
Driton Bilali Ilex Capital Partners (UK) LLP | 1.41M | $204.3M | $208.59M | $4.29M | 2.1% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2,590 | $401,109.2 | $381,947.3 | -$19,161.9 | -4.78% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,382 | $364,652.66 | $352,821.84 | -$11,830.82 | -3.24% |