| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 4,550 | $257,853.3 | $263,536 | $5,682.7 | 2.2% |
Ana-Maria Ignat Covestor Ltd | 139 | $6,008.07 | $8,006.4 | $1,998.33 | 33.26% |
James Peterson Nearwater Capital Markets Ltd. | 223,100 | $12.67M | $12.81M | $138,322 | 1.09% |
Katie Christensen iSAM Funds UKK) Ltd | 10,200 | $596,291.88 | $584,766 | -$11,525.88 | -1.93% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 16,059 | $612,887.71 | $929,334.33 | $316,446.62 | 51.63% |
Rachel Faulk Cape Investment Advisory Inc. | 507 | $28,798 | $29,319.81 | $521.81 | 1.81% |
Drew Phillips Fortitude Family Office LLC | 4 | $227 | $231.48 | $4.48 | 1.97% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,395 | $363,108 | $369,822.85 | $6,714.85 | 1.85% |
Kevin Kroskey True Wealth Design LLC | 19 | $1,111 | $1,099.53 | -$11.47 | -1.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,445 | $77,115.05 | $83,694.4 | $6,579.35 | 8.53% |
Mathieu Cornu Pictet Asset Management Holding SA | 16,887 | $830,846.12 | $978,095.04 | $147,248.92 | 17.72% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $675.02 | $752.96 | $77.94 | 11.55% |
Erin Colleen Ross Birnam Oak Advisors, LP | 198,018 | $11.2M | $11.51M | $304,017.32 | 2.71% |
Jae Cho Marex Group plc | 4,506 | $255,851 | $258,644.4 | $2,793.4 | 1.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,240 | $638,207 | $651,020.8 | $12,813.8 | 2.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 27,908 | $1.58M | $1.62M | $37,774.04 | 2.39% |
Owen McCabe Tyche Wealth Partners LLC | 6,593 | $352,873.16 | $381,866.56 | $28,993.4 | 8.22% |
Curtis Burkholder Bare Financial Services, Inc | 249 | $14,403.8 | $14,422.08 | $18.28 | 0.13% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $589 | $573.3 | -$15.7 | -2.67% |
Joshua Stipcich Tidemark, LLC | 250 | $10,400 | $14,395 | $3,995 | 38.41% |