| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,930 | $242,193 | $178,591.05 | -$63,601.95 | -26.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 54,187 | $588,911.25 | $977,533.53 | $388,622.28 | 65.99% |
Dina Fliss Global View Capital Management LLC | 15,512 | $247,069.86 | $278,750.64 | $31,680.78 | 12.82% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 88,294 | $774,445.11 | $1.59M | $812,198.07 | 104.87% |
Jae Cho Marex Group plc | 744,409 | $12.32M | $13.4M | $1.08M | 8.76% |
NICOLE MARTIN Arlington Trust Co LLC | 21,101 | $220,505 | $379,815.89 | $159,310.89 | 72.25% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,530 | $55,421.24 | $63,592.95 | $8,171.71 | 14.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 342,527 | $5.61M | $6.16M | $547,277.75 | 9.75% |
James Rankin Modern Wealth Management, LLC | 11,426 | $271,107 | $205,839.39 | -$65,267.61 | -24.07% |
Amir Har-El Savvy Advisors, Inc. | 48,948 | $827,356.44 | $879,350.82 | $51,994.38 | 6.28% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 57,590 | $555,744 | $1.07M | $511,398.7 | 92.02% |
Rob Dainard Hara Capital LLC | 2,225 | $23,251.34 | $39,905.37 | $16,654.03 | 71.63% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 30 | $710 | $538.05 | -$171.95 | -24.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 64 | $741.02 | $1,146.24 | $405.22 | 54.68% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 35,922 | $876,136 | $644,261.07 | -$231,874.93 | -26.47% |
Neil Greenspan Fielder Capital Group LLC | 226,262 | $1.83M | $4.04M | $2.22M | 121.23% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 16,663 | $234,676.19 | $298,434.33 | $63,758.14 | 27.17% |
Michael Herman Apollon Financial, LLC | 23,633 | $558,920.23 | $422,439.87 | -$136,480.36 | -24.42% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,083 | $264,015.6 | $198,496.53 | -$65,519.07 | -24.82% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 31,120 | $251,449.99 | $557,359.2 | $305,909.21 | 121.66% |