| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 8,620 | $449,550.53 | $405,226.19 | -$44,324.34 | -9.86% |
Li Peng China Universal Asset Management Co. Ltd. | 10,000 | $719,100 | $470,099.98 | -$249,000.02 | -34.63% |
| JG John Ginter Callan Family Office LLC | 20,069 | $929,194.7 | $945,651.28 | $16,456.58 | 1.77% |
Rachel Faulk Cape Investment Advisory Inc. | 77 | $3,565.1 | $3,538.92 | -$26.18 | -0.73% |
Lukas Lindgren Abound Wealth Management | 1,602 | $44,470.85 | $75,310.02 | $30,839.17 | 69.35% |
Paul B. Ordonio Park Place Capital Corp. | 194 | $6,790 | $8,726.12 | $1,936.12 | 28.51% |
Kevin Kroskey True Wealth Design LLC | 45 | $3,342.46 | $2,115.45 | -$1,227.01 | -36.71% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,187 | $340,148.87 | $243,840.86 | -$96,308.01 | -28.31% |
Courtney Holt Compound Planning, Inc. | 10,067 | $494,015.3 | $473,249.65 | -$20,765.65 | -4.2% |
Peter Sigismondi Ramirez Asset Management, Inc. | 435 | $32,711.95 | $19,827.3 | -$12,884.65 | -39.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,718 | $157,980.21 | $127,773.18 | -$30,207.03 | -19.12% |
Mathieu Cornu Pictet Asset Management Holding SA | 73,697 | $4.69M | $3.46M | -$1.22M | -26.06% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 11,064 | $503,498.45 | $520,118.62 | $16,620.17 | 3.3% |
Jae Cho Marex Group plc | 32,827 | $1.59M | $1.48M | -$112,381.14 | -7.07% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,366 | $67,976.35 | $64,215.66 | -$3,760.69 | -5.53% |
Benj Foor Frazier Financial Advisors, LLC | 100 | $7,191 | $4,617 | -$2,574 | -35.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,941 | $141,845.6 | $134,050.78 | -$7,794.82 | -5.5% |
Chris Chatto Encompass More Asset Management | 13,448 | $669,576.28 | $632,190.46 | -$37,385.82 | -5.58% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 17,914 | $823,215.19 | $816,520.12 | -$6,695.07 | -0.81% |
Edmund Ang Triata Capital Ltd | 503,346 | $30.73M | $22.94M | -$7.79M | -25.35% |