| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YG Youse Guia DoubleLine ETF Adviser LP | 2,982 | $269,632.27 | $282,663.78 | $13,031.51 | 4.83% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 27 | $3,442.5 | $2,554.74 | -$887.76 | -25.79% |
Darren Tapley New England Capital Financial Advisors LLC | 221 | $27,313.44 | $20,976.21 | -$6,337.23 | -23.2% |
Moises Valladares Insigneo Advisory Services LLC | 6,903 | $624,169.65 | $656,406.27 | $32,236.62 | 5.16% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,631 | $207,953 | $154,765.59 | -$53,187.41 | -25.58% |
Richard W. Lowrie Park Edge Advisors LLC | 2,479 | $316,072.86 | $235,814.87 | -$80,257.99 | -25.39% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 40 | $3,617 | $3,803.2 | $186.2 | 5.15% |
Paul B. Ordonio Park Place Capital Corp. | 3,788 | $326,108.9 | $357,056.88 | $30,947.98 | 9.49% |
Kevin Kroskey True Wealth Design LLC | 245 | $22,081.04 | $23,123.1 | $1,042.06 | 4.72% |
Lison Couture iA Global Asset Management Inc. | 16,289 | $1.4M | $1.54M | $141,062.81 | 10.06% |
| PIL PFG Investments LLC PFG Investments LLC | 3,028 | $260,656 | $286,146 | $25,490 | 9.78% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 6,867 | $591,180 | $649,789.87 | $58,609.87 | 9.91% |
Ilko Menkov Vestal Point Capita LLP | 1.4M | $121.27M | $131.67M | $10.4M | 8.57% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 504 | $44,314.37 | $47,486.88 | $3,172.51 | 7.16% |
Courtney Holt Compound Planning, Inc. | 2,430 | $219,722.09 | $229,343.4 | $9,621.31 | 4.38% |
Ian Wang Plato Investment Management Ltd | 1,790 | $214,625.53 | $169,566.7 | -$45,058.83 | -20.99% |
John Shanley Aspect Partners, LLC | 104 | $12,434.51 | $9,860.76 | -$2,573.75 | -20.7% |
Tony Macafee UniSuper Management Pty Ltd | 18,170 | $1.89M | $1.72M | -$167,339.53 | -8.87% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 3,673 | $333,659.68 | $347,943.29 | $14,283.61 | 4.28% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,457 | $297,613 | $327,343.33 | $29,730.33 | 9.99% |