| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Ellington Dover Advisors LLC | 18,180 | $594,093.7 | $581,023.71 | -$13,069.99 | -2.2% |
Ashley Buboltz Moran Wealth Management LLC | 84,145 | $2.53M | $2.68M | $156,828.7 | 6.21% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 15,125 | $443,183.74 | $482,487.5 | $39,303.76 | 8.87% |
Kevin Kroskey True Wealth Design LLC | 875 | $29,649.16 | $28,026.25 | -$1,622.91 | -5.47% |
| PT Petros Toseland Portman Square Capital LLP | 113,409 | $3.8M | $3.55M | -$248,568.37 | -6.54% |
Lison Couture iA Global Asset Management Inc. | 389,511 | $14.01M | $12.44M | -$1.57M | -11.22% |
| PIL PFG Investments LLC PFG Investments LLC | 31,058 | $935,467 | $992,458.39 | $56,991.39 | 6.09% |
Jenna Laws Evexia Wealth LLC | 20,115 | $769,273.52 | $642,171.37 | -$127,102.15 | -16.52% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 279 | $8,181.92 | $8,915.44 | $733.52 | 8.97% |
Alexandra Stickelman Root Financial Partners, LLC | 600 | $20,027.84 | $19,173 | -$854.84 | -4.27% |
Jorge Paganin Abacus Wealth Partners, LLC | 15,900 | $523,139.23 | $508,084.5 | -$15,054.73 | -2.88% |
Shawn Scholz Impact Partnership Wealth, LLC | 14,454 | $435,354 | $461,877.57 | $26,523.57 | 6.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,361 | $229,250.43 | $200,943.99 | -$28,306.44 | -12.35% |
Mathieu Cornu Pictet Asset Management Holding SA | 9.64M | $297.35M | $309.5M | $12.15M | 4.09% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 32 | $1,264.44 | $1,010.56 | -$253.88 | -20.08% |
Jae Cho Marex Group plc | 7,526 | $226,683 | $241,509.34 | $14,826.34 | 6.54% |
Syon Capital LLC SYON CAPITAL LLC | 32,506 | $1.13M | $1.05M | -$81,481.81 | -7.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 250 | $7,649 | $8,028.75 | $379.75 | 4.96% |
James Rankin Modern Wealth Management, LLC | 6,547 | $229,844.83 | $210,584.25 | -$19,260.58 | -8.38% |
Angela Kelley HTLF Bank | 5,120 | $190,617.8 | $164,684.8 | -$25,933 | -13.6% |