| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Seed Seed Wealth Management Inc. | 970 | $235,414.82 | $283,250.96 | $47,836.14 | 20.32% |
| FFL Financial Freedom LLC Financial Freedom LLC | 701 | $228,784.98 | $204,902.3 | -$23,882.68 | -10.44% |
David D. Jones Applied Finance Capital Management LLC | 1,010 | $293,607 | $295,132.81 | $1,525.81 | 0.52% |
Kevin Kroskey True Wealth Design LLC | 34 | $10,178.97 | $9,694.08 | -$484.89 | -4.76% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,742 | $506,399 | $508,219.79 | $1,820.79 | 0.36% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 16 | $5,257.74 | $4,681.6 | -$576.14 | -10.96% |
Alexandra Stickelman Root Financial Partners, LLC | 227 | $77,641.83 | $66,420.2 | -$11,221.63 | -14.45% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 1,528 | $517,793.56 | $447,092.8 | -$70,700.76 | -13.65% |
Staci Compagno Portside Wealth Group, LLC | 3,153 | $916,577 | $929,252.16 | $12,675.16 | 1.38% |
Courtney Holt Compound Planning, Inc. | 773 | $260,263.9 | $226,179.8 | -$34,084.1 | -13.1% |
Katherine Stoner Empower Advisory Group, LLC | 3,983 | $1.02M | $1.17M | $144,066.4 | 14.11% |
Nemes Rush Group LLC Nemes Rush Group LLC | 26 | $8,497.95 | $7,607.6 | -$890.35 | -10.48% |
Ian Wang Plato Investment Management Ltd | 2,391 | $700,040.31 | $699,606.6 | -$433.71 | -0.06% |
John Shanley Aspect Partners, LLC | 34 | $8,809.22 | $9,694.08 | $884.86 | 10.04% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,934 | $446,412.27 | $564,418.56 | $118,006.29 | 26.43% |
Norden Group LLC NORDEN GROUP LLC | 3,665 | $1.07M | $1.07M | $4,176.6 | 0.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 954 | $312,202.87 | $279,932.21 | -$32,270.66 | -10.34% |
Mathieu Cornu Pictet Asset Management Holding SA | 53,354 | $14.31M | $15.65M | $1.34M | 9.38% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 27 | $6,748.86 | $7,729.29 | $980.43 | 14.53% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,127 | $590,504.52 | $626,869.44 | $36,364.92 | 6.16% |