| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sam Tedawes Quantessence Capital LLC | 1,799 | $362,157 | $315,148.82 | -$47,008.18 | -12.98% |
Joshua Stipcich Tidemark, LLC | 9 | $1,826.25 | $1,562.85 | -$263.4 | -14.42% |
Christy Clarin Portfolio Design Labs, LLC | 1,053 | $212,661.44 | $186,012.45 | -$26,648.99 | -12.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 318 | $59,842.35 | $54,816.84 | -$5,025.51 | -8.4% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,479 | $298,698.32 | $261,376.27 | -$37,322.05 | -12.49% |
Matthew Stead Sachetta, LLC | 15 | $3,027.33 | $2,627.7 | -$399.63 | -13.2% |
Christopher Griffith Stablepoint Partners, LLC | 8,631 | $1.26M | $1.52M | $263,508.01 | 20.99% |
Michael Kahn Triavera Capital LLC | 60,991 | $9.18M | $10.65M | $1.47M | 16.05% |
Alan Gilmore Private Wealth Management Group, LLC | 12 | $979 | $2,112.24 | $1,133.24 | 115.75% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 9,468 | $1.04M | $1.67M | $629,615.65 | 60.72% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 20,280 | $4.09M | $3.58M | -$510,244.9 | -12.48% |
Ian Jameson American Capital Advisory, LLC | 4 | $807.5 | $699.78 | -$107.72 | -13.34% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 24,628 | $5.04M | $4.34M | -$703,474.72 | -13.96% |
DAVID REICHERT Atlatl Advisers LLC | 109 | $21,943 | $19,051.02 | -$2,891.98 | -13.18% |
| HAS Hayley A. Snell LRI Investments, LLC | 201 | $20,426.42 | $35,380.02 | $14,953.6 | 73.21% |
Nicholas Kynoch Generate Investment Management Ltd | 3,509 | $663,247.12 | $604,881.42 | -$58,365.7 | -8.8% |
Bruce Barton Parkworth Wealth Management, Inc. | 4 | $659 | $700.88 | $41.88 | 6.36% |
Carmen McClennon WR Wealth Planners, LLC | 66 | $8,158.32 | $11,560.89 | $3,402.57 | 41.71% |
Greg Reidy Granite FO LLC | 293 | $36,247 | $51,573.86 | $15,326.86 | 42.28% |
Seneschal Advisors LLC Seneschal Advisors LLC | 1 | $202 | $175.1 | -$26.9 | -13.32% |