| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 22,172 | $909,506.48 | $1.16M | $255,410.4 | 28.08% |
CJ Harrison DecisionPoint Financial LLC | 3 | $205.32 | $160.47 | -$44.85 | -21.84% |
Mariana Coli Dunhill Financial LLC | 10 | $551.5 | $534.9 | -$16.6 | -3.01% |
Drew Phillips Fortitude Family Office LLC | 502 | $33,790.75 | $26,851.98 | -$6,938.77 | -20.53% |
Brian Matter Creative Capital Management Investments LLC | 15 | $1,026.6 | $802.35 | -$224.25 | -21.84% |
Sheryl Stephens Stephens Consulting LLC | 910 | $100,018 | $47,747.7 | -$52,270.3 | -52.26% |
Stephen Smith Kestra Investment Management LLC | 6,805 | $292,503.51 | $357,466.65 | $64,963.14 | 22.21% |
Kyle Kelley Family Capital Management Inc. | 4,149 | $241,181.49 | $221,930.01 | -$19,251.48 | -7.98% |
Darren Tapley New England Capital Financial Advisors LLC | 277 | $26,585.89 | $14,542.5 | -$12,043.39 | -45.3% |
David Smith Linden Thomas Advisory Services LLC | 6,599 | $643,275.44 | $345,589.63 | -$297,685.81 | -46.28% |
Kevin Kroskey True Wealth Design LLC | 599 | $33,877.39 | $32,040.51 | -$1,836.88 | -5.42% |
| DD Damir Durkovic Entropy Technologies, LP | 3,413 | $186,008.73 | $182,800.28 | -$3,208.45 | -1.72% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 309 | $21,148.37 | $16,500.6 | -$4,647.77 | -21.98% |
Ian Wang Plato Investment Management Ltd | 94 | $6,396 | $4,931.24 | -$1,464.76 | -22.9% |
Annmarie Young KPP Advisory Services LLC | 6,455 | $262,985.22 | $341,598.6 | $78,613.38 | 29.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,619 | $235,948.49 | $182,976.64 | -$52,971.85 | -22.45% |
Peter David N Soliman Second Line Capital, LLC | 3,050 | $208,742 | $162,595.5 | -$46,146.5 | -22.11% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,644 | $733,172.84 | $462,367.56 | -$270,805.28 | -36.94% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $442.75 | $374.36 | -$68.39 | -15.45% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,762 | $595,479.91 | $733,308.17 | $137,828.26 | 23.15% |