| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 46 | $6,207.31 | $5,829.58 | -$377.73 | -6.09% |
Victoria Latham Fiduciary Alliance LLC | 1,765 | $202,744 | $220,960.35 | $18,216.35 | 8.98% |
Nolan Hoffmeyer Thematics Asset Management | 145,500 | $14.59M | $18.22M | $3.63M | 24.86% |
Brian Matter Creative Capital Management Investments LLC | 17 | $2,668.32 | $2,184.33 | -$483.99 | -18.14% |
Kevin Kroskey True Wealth Design LLC | 49 | $7,004.46 | $6,134.31 | -$870.15 | -12.42% |
| PIL PFG Investments LLC PFG Investments LLC | 6,056 | $533,378.64 | $781,284.56 | $247,905.92 | 46.48% |
| DD Damir Durkovic Entropy Technologies, LP | 9,652 | $1.51M | $1.24M | -$275,468.16 | -18.18% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 155 | $20,771.3 | $19,860.15 | -$911.15 | -4.39% |
Staci Compagno Portside Wealth Group, LLC | 2,678 | $325,189.32 | $335,258.82 | $10,069.5 | 3.1% |
Courtney Holt Compound Planning, Inc. | 1,680 | $236,128.78 | $216,048 | -$20,080.78 | -8.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 17 | $1,935 | $2,179.23 | $244.23 | 12.62% |
Norden Group LLC NORDEN GROUP LLC | 2,018 | $280,735.43 | $258,727.78 | -$22,007.65 | -7.84% |
Bradley Harsch Strategic Advocates LLC | 117 | $18,046.68 | $14,827.41 | -$3,219.27 | -17.84% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,546 | $502,484.24 | $453,781.62 | -$48,702.62 | -9.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,763 | $317,358.05 | $341,202.87 | $23,844.82 | 7.51% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 942 | $136,430 | $117,928.98 | -$18,501.02 | -13.56% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.13M | $163.75M | $144.87M | -$18.89M | -11.53% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 11 | $1,597.29 | $1,407.89 | -$189.4 | -11.86% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,913 | $556,522.6 | $503,133.54 | -$53,389.06 | -9.59% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,663 | $202,313.95 | $212,797.48 | $10,483.53 | 5.18% |