| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 9,071 | $399,124 | $399,532.19 | $408.19 | 0.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,112 | $629,244.31 | $575,223.44 | -$54,020.87 | -8.59% |
Ann Keitner Quantum Portfolio Management LLC | 2,599 | $137,149.1 | $114,849.81 | -$22,299.29 | -16.26% |
Darin Sadow Freestone Grove Partners LP | 189,023 | $9.8M | $8.32M | -$1.48M | -15.08% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,000 | $216,700 | $222,350 | $5,650 | 2.61% |
Curtis Burkholder Bare Financial Services, Inc | 11 | $446.9 | $482.57 | $35.67 | 7.98% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $53 | $44.15 | -$8.85 | -16.7% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,469 | $64,842.97 | $65,297.05 | $454.08 | 0.7% |
Matthew Stead Sachetta, LLC | 391 | $20,760.51 | $17,211.82 | -$3,548.69 | -17.09% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,252 | $517,980.58 | $493,625.24 | -$24,355.34 | -4.7% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 17 | $895.82 | $751.4 | -$144.42 | -16.12% |
Corey Saft Sivia Capital Partners, LLC | 17,767 | $851,173.04 | $785,479.07 | -$65,693.97 | -7.72% |
Kyle Jones Pineridge Advisors LLC | 55 | $2,395.74 | $2,430.45 | $34.71 | 1.45% |
Ashley Meredith Abel Hall, LLC | 4,031 | $208,927 | $177,585.7 | -$31,341.3 | -15% |
Nitin Kumbhani Accent Capital Management, LLC | 213 | $11,132 | $9,414.6 | -$1,717.4 | -15.43% |
Fox Hill Wealth Management Fox Hill Wealth Management | 42,047 | $1.85M | $1.85M | -$1,239.56 | -0.07% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 173 | $7,618 | $7,637.95 | $19.95 | 0.26% |
| WL Wealthcollab LLC WealthCollab, LLC | 813 | $34,919.47 | $35,784.19 | $864.72 | 2.48% |
Ian Jameson American Capital Advisory, LLC | 1 | $44 | $44.08 | $0.08 | 0.18% |
Ryan Visniski Bryce Point Capital, LLC | 10,941 | $444,532.84 | $485,944.51 | $41,411.67 | 9.32% |