| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 892 | $25,762 | $30,808.07 | $5,046.07 | 19.59% |
Jenna Laws Evexia Wealth LLC | 31,923 | $1.11M | $1.1M | -$11,297.75 | -1.02% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 279 | $8,181.92 | $9,713.38 | $1,531.46 | 18.72% |
Jorge Paganin Abacus Wealth Partners, LLC | 9,405 | $305,296.84 | $326,169.16 | $20,872.32 | 6.84% |
Ian Wang Plato Investment Management Ltd | 190 | $5,457 | $6,566.4 | $1,109.4 | 20.33% |
Shawn Scholz Impact Partnership Wealth, LLC | 20,832 | $619,616.11 | $719,641.44 | $100,025.33 | 16.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,744 | $307,177.43 | $293,885.84 | -$13,291.59 | -4.33% |
Mathieu Cornu Pictet Asset Management Holding SA | 4.76M | $148.78M | $165.53M | $16.75M | 11.26% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 31 | $1,223.54 | $1,076.32 | -$147.22 | -12.03% |
Jae Cho Marex Group plc | 9,100 | $272,155.86 | $313,768 | $41,612.14 | 15.29% |
Syon Capital LLC SYON CAPITAL LLC | 15,699 | $525,359.09 | $542,004.84 | $16,645.75 | 3.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 450 | $13,485.44 | $15,624 | $2,138.56 | 15.86% |
James Rankin Modern Wealth Management, LLC | 9,529 | $315,998.93 | $328,178.76 | $12,179.83 | 3.85% |
Angela Kelley HTLF Bank | 5,120 | $190,617.8 | $177,894.4 | -$12,723.4 | -6.67% |
Darin Sadow Freestone Grove Partners LP | 101,174 | $2.99M | $3.48M | $498,351.8 | 16.69% |
Joel Arber L1 Capital International Pty Ltd | 925,433 | $27.87M | $32.01M | $4.14M | 14.84% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $1,333.3 | $1,599.88 | $266.58 | 19.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 455 | $14,740.43 | $15,292.55 | $552.12 | 3.75% |
Matthew Stead Sachetta, LLC | 26 | $752 | $896.41 | $144.41 | 19.2% |
Alan Gilmore Private Wealth Management Group, LLC | 21 | $614.14 | $730.38 | $116.24 | 18.93% |