| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 223 | $6,068 | $4,669.62 | -$1,398.38 | -23.05% |
Jorge Paganin Abacus Wealth Partners, LLC | 39,510 | $310,549.65 | $799,287.3 | $488,737.65 | 157.38% |
Courtney Holt Compound Planning, Inc. | 72,566 | $785,090.73 | $1.5M | $714,848.49 | 91.05% |
| BF Brian Falahee Delta Global Management LP | 133,925 | $1.2M | $2.73M | $1.53M | 127.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,760 | $363,553.98 | $508,464 | $144,910.02 | 39.86% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 90,673 | $842,929.68 | $1.86M | $1.02M | 121% |
Chris Kleine Park Capital Management, LLC / WI | 10,842 | $292,709.57 | $219,658.92 | -$73,050.65 | -24.96% |
Syon Capital LLC SYON CAPITAL LLC | 14,473 | $120,346.53 | $298,071.43 | $177,724.9 | 147.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,588 | $315,296 | $229,674.16 | -$85,621.84 | -27.16% |
James Rankin Modern Wealth Management, LLC | 10,713 | $291,500 | $222,241.18 | -$69,258.82 | -23.76% |
Taylor Wagner Valued Wealth Advisors LLC | 423 | $3,578.58 | $8,379.63 | $4,801.05 | 134.16% |
Keisuke Ichihara Rakuten Securities, Inc. | 655 | $17,823 | $12,975.55 | -$4,847.45 | -27.2% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,766 | $52,553.12 | $144,792.4 | $92,239.28 | 175.52% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 118 | $1,060 | $2,468.56 | $1,408.56 | 132.88% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,469 | $11,138 | $29,747.25 | $18,609.25 | 167.08% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 142,719 | $1.94M | $2.99M | $1.04M | 53.61% |
Corey Saft Sivia Capital Partners, LLC | 18,475 | $150,873.39 | $369,315.25 | $218,441.86 | 144.78% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,140 | $37,880.92 | $44,265.9 | $6,384.98 | 16.86% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 10,514 | $286,094 | $212,277.66 | -$73,816.34 | -25.8% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 14,028 | $317,956.91 | $293,465.76 | -$24,491.15 | -7.7% |