| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 4,829 | $230,173.6 | $188,669.03 | -$41,504.57 | -18.03% |
John Shanley Aspect Partners, LLC | 10 | $437 | $390.7 | -$46.3 | -10.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,921 | $253,905.84 | $231,333.47 | -$22,572.37 | -8.89% |
Alicia Fuschak Avid Wealth Partners LLC | 283,691 | $7.63M | $11.08M | $3.45M | 45.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 72,971 | $3.29M | $2.85M | -$439,196.87 | -13.35% |
Jae Cho Marex Group plc | 67,439 | $2.4M | $2.63M | $230,791.78 | 9.6% |
Kevin Bresler TD Waterhouse Canada Inc. | 379,820 | $9.52M | $14.84M | $5.32M | 55.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,114 | $334,251.5 | $317,013.98 | -$17,237.52 | -5.16% |
James Rankin Modern Wealth Management, LLC | 109,500 | $4.88M | $4.28M | -$596,999.58 | -12.25% |
Joseph C. Gissy Tactive Advisors, LLC | 8,347 | $227,025.37 | $326,117.29 | $99,091.92 | 43.65% |
Amir Har-El Savvy Advisors, Inc. | 13,244 | $641,416 | $517,443.08 | -$123,972.92 | -19.33% |
David W. Lewis Lewis Asset Management, LLC | 29,286 | $987,382.12 | $1.14M | $156,821.9 | 15.88% |
Owen McCabe Tyche Wealth Partners LLC | 4,881 | $213,300 | $209,346.09 | -$3,953.91 | -1.85% |
PETER KRUSSEL Southland Equity Partners LLC | 12,054 | $558,739.19 | $470,949.78 | -$87,789.41 | -15.71% |
Joshua Stipcich Tidemark, LLC | 4,159 | $116,267.81 | $186,614.33 | $70,346.52 | 60.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,221 | $138,323.25 | $125,844.47 | -$12,478.78 | -9.02% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 22,796 | $659,415.56 | $890,639.72 | $231,224.16 | 35.07% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 134 | $3,785.44 | $5,235.38 | $1,449.94 | 38.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 9,068 | $355,250.75 | $354,286.76 | -$963.99 | -0.27% |
Kyle Jones Pineridge Advisors LLC | 345 | $9,933.06 | $13,479.15 | $3,546.09 | 35.7% |