| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 23,024 | $517,114.74 | $373,219.04 | -$143,895.7 | -27.83% |
Mathieu Cornu Pictet Asset Management Holding SA | 55,814 | $702,071.82 | $1.01M | $307,045.3 | 43.73% |
Jae Cho Marex Group plc | 1.82M | $45.82M | $38.54M | -$7.28M | -15.89% |
Kevin Bresler TD Waterhouse Canada Inc. | 22,126 | $511,187.03 | $400,038.08 | -$111,148.95 | -21.74% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,857 | $416,537.51 | $304,774.56 | -$111,762.95 | -26.83% |
KKM Financial LLC KKM Financial LLC | 27,395 | $657,206.05 | $579,952.15 | -$77,253.9 | -11.75% |
Amir Har-El Savvy Advisors, Inc. | 18,184 | $186,574.61 | $328,766.72 | $142,192.11 | 76.21% |
Curtis Burkholder Bare Financial Services, Inc | 23 | $552 | $415.84 | -$136.16 | -24.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 10,916 | $242,410.33 | $176,948.36 | -$65,461.97 | -27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 669 | $14,787.98 | $10,844.49 | -$3,943.49 | -26.67% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,408 | $239,841.09 | $332,816.64 | $92,975.55 | 38.77% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 600 | $13,388 | $10,848 | -$2,540 | -18.97% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,701 | $472,632 | $319,353.21 | -$153,278.79 | -32.43% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,057 | $78,803.71 | $55,270.56 | -$23,533.15 | -29.86% |
Sean Rooney Prospect Financial Services LLC | 13,710 | $328,903 | $222,239.1 | -$106,663.9 | -32.43% |
Ashley Meredith Abel Hall, LLC | 23,458 | $562,837.15 | $424,120.64 | -$138,716.51 | -24.65% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,000 | $24,998 | $20,740 | -$4,258 | -17.03% |
Ian Jameson American Capital Advisory, LLC | 1,459 | $12,148.61 | $26,378.72 | $14,230.11 | 117.13% |
Janice M. Powell Diversify Advisory Services, LLC | 18,577 | $445,662.23 | $385,286.98 | -$60,375.25 | -13.55% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 53,618 | $940,376.17 | $1.14M | $194,716.89 | 20.71% |