| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,728 | $283,868.04 | $272,108.64 | -$11,759.4 | -4.14% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 175 | $8,105 | $8,326.5 | $221.5 | 2.73% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 23,818 | $954,541.71 | $1.13M | $176,456.02 | 18.49% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,366 | $202,189.46 | $210,484.86 | $8,295.4 | 4.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 249,033 | $8.61M | $11.9M | $3.28M | 38.12% |
Dennis R. Plyler FCG Investment Co | 34,674 | $1.71M | $1.66M | -$54,064.03 | -3.16% |
| FTM F. Thomas Mosley Mosley Wealth Management | 6 | $297 | $286.08 | -$10.92 | -3.68% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 38 | $1,515.66 | $1,806.9 | $291.24 | 19.22% |
Corey Saft Sivia Capital Partners, LLC | 11,817 | $487,205.35 | $560,952.99 | $73,747.64 | 15.14% |
Angela Pompian Sunpointe, LLC | 6,144 | $207,789.6 | $294,021.12 | $86,231.52 | 41.5% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 121,900 | $5M | $5.81M | $814,292 | 16.29% |
| WL Wealthcollab LLC WealthCollab, LLC | 509 | $16,719.03 | $24,197.86 | $7,478.83 | 44.73% |
Ian Jameson American Capital Advisory, LLC | 174 | $6,882.33 | $8,291.97 | $1,409.64 | 20.48% |
Richard Zipkis Granite Group Advisors, LLC | 6,104 | $206,436.96 | $292,412.12 | $85,975.16 | 41.65% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,642 | $261,436.95 | $269,574.76 | $8,137.81 | 3.11% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 4,875 | $241,584 | $232,391.25 | -$9,192.75 | -3.81% |
Janice M. Powell Diversify Advisory Services, LLC | 11,559 | $572,864.04 | $551,884.45 | -$20,979.59 | -3.66% |
Kevyn Hill Hilltop National Bank | 4,436 | $150,828.79 | $210,998.34 | $60,169.55 | 39.89% |
Richard Crinion Mediolanum International Funds Ltd | 1.11M | $51.89M | $52.9M | $1M | 1.94% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,060 | $36,487.71 | $50,646.8 | $14,159.09 | 38.81% |