| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 745 | $38,651.49 | $48,119.55 | $9,468.06 | 24.5% |
Jeffrey Gilbert Balboa Wealth Partners | 2,567 | $215,011.92 | $165,751.19 | -$49,260.73 | -22.91% |
Albert Moore First National Advisers LLC | 6,378 | $325,691.82 | $387,208.38 | $61,516.56 | 18.89% |
Mariana Coli Dunhill Financial LLC | 6 | $303.87 | $387.42 | $83.55 | 27.5% |
Lukas Lindgren Abound Wealth Management | 4 | $205 | $242.84 | $37.84 | 18.46% |
Drew Phillips Fortitude Family Office LLC | 14 | $721.71 | $849.94 | $128.23 | 17.77% |
Stephen Smith Kestra Investment Management LLC | 2,988 | $250,275 | $189,693.18 | -$60,581.82 | -24.21% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 5,798 | $485,552.9 | $368,086.03 | -$117,466.87 | -24.19% |
Paul B. Ordonio Park Place Capital Corp. | 192 | $13,770.24 | $12,048 | -$1,722.24 | -12.51% |
Kevin Kroskey True Wealth Design LLC | 111 | $5,757.05 | $6,738.81 | $981.76 | 17.05% |
Staci Compagno Portside Wealth Group, LLC | 4,704 | $394,009 | $285,579.84 | -$108,429.16 | -27.52% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 4,692 | $393,007 | $299,537.28 | -$93,469.72 | -23.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 303 | $19,934.93 | $18,395.13 | -$1,539.8 | -7.72% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,735 | $556,766.82 | $530,301.85 | -$26,464.97 | -4.75% |
NICOLE MARTIN Arlington Trust Co LLC | 107 | $5,478 | $6,495.97 | $1,017.97 | 18.58% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $80 | $60.71 | -$19.29 | -24.11% |
Amir Har-El Savvy Advisors, Inc. | 12,626 | $638,403.21 | $766,524.46 | $128,121.25 | 20.07% |
Ann Keitner Quantum Portfolio Management LLC | 175 | $14,658 | $10,981.25 | -$3,676.75 | -25.08% |
Curtis Burkholder Bare Financial Services, Inc | 166 | $12,500.24 | $10,077.86 | -$2,422.38 | -19.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 776 | $43,597.07 | $49,539.84 | $5,942.77 | 13.63% |