| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DP Drew Phillips Fortitude Family Office LLC | 45 | $1,722.93 | $1,811.02 | $88.09 | 5.11% |
| YG Youse Guia DoubleLine ETF Adviser LP | 15,546 | $688,189.67 | $625,648.77 | -$62,540.9 | -9.09% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 5,735 | $193,728 | $230,403.62 | $36,675.62 | 18.93% |
Jesse Ellington Dover Advisors LLC | 68,353 | $2.55M | $2.75M | $199,237.99 | 7.82% |
Lison Couture iA Global Asset Management Inc. | 33,485 | $1.13M | $1.35M | $217,987.35 | 19.27% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 28,567 | $997,819.86 | $1.15M | $153,144.57 | 15.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 299 | $11,690.72 | $12,036.24 | $345.52 | 2.96% |
Alexandra Stickelman Root Financial Partners, LLC | 506 | $17,180.03 | $20,369.03 | $3,189 | 18.56% |
Courtney Holt Compound Planning, Inc. | 6,937 | $234,335 | $279,248.93 | $44,913.93 | 19.17% |
John Shanley Aspect Partners, LLC | 70 | $2,667.48 | $2,762.2 | $94.72 | 3.55% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 14,987 | $544,139.69 | $602,777.14 | $58,637.45 | 10.78% |
Tony Macafee UniSuper Management Pty Ltd | 119,302 | $4.9M | $4.8M | -$104,394.67 | -2.13% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,935 | $194,856.06 | $197,251.95 | $2,395.89 | 1.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,376 | $51,754.29 | $54,709.76 | $2,955.47 | 5.71% |
David Skalicky INSPIRE TRUST CO, N.A. | 52,000 | $2.04M | $2.09M | $52,870.18 | 2.59% |
Mathieu Cornu Pictet Asset Management Holding SA | 129,434 | $4.67M | $5.23M | $552,826.87 | 11.83% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 75 | $3,278.17 | $3,025.87 | -$252.3 | -7.7% |
Syon Capital LLC SYON CAPITAL LLC | 6,995 | $255,859.88 | $282,213.27 | $26,353.39 | 10.3% |
Robert Shea NEOS Investment Management LLC | 103,364 | $3.97M | $4.17M | $204,999.72 | 5.17% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 72 | $2,756.76 | $2,904.84 | $148.08 | 5.37% |