| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 760 | $36,738.02 | $36,738.4 | $0.38 | - |
| AI Ana-Maria Ignat Covestor Ltd | 264 | $12,779.17 | $12,788.16 | $8.99 | 0.07% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 74,034 | $3.52M | $3.6M | $75,984.59 | 2.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,313 | $500,523.7 | $498,530.42 | -$1,993.28 | -0.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 41,304 | $1.99M | $2M | $11,414.68 | 0.57% |