| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 51 | $3,528.69 | $3,213.51 | -$315.18 | -8.93% |
Paul L. Moffat Arista Wealth Management LLC | 3,320 | $229,693 | $210,122.8 | -$19,570.2 | -8.52% |
Kevin Kroskey True Wealth Design LLC | 991 | $61,265.24 | $62,442.91 | $1,177.67 | 1.92% |
Lison Couture iA Global Asset Management Inc. | 6,282 | $434,651.58 | $395,766 | -$38,885.58 | -8.95% |
| JC Jared Calvert Buck Wealth Strategies LLC | 297 | $20,549 | $18,773.37 | -$1,775.63 | -8.64% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 21,636 | $1.5M | $1.34M | -$160,322.92 | -10.71% |
| DD Damir Durkovic Entropy Technologies, LP | 37,749 | $2.37M | $2.36M | -$3,355.67 | -0.14% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 918 | $59,463.55 | $57,810.96 | -$1,652.59 | -2.78% |
Courtney Holt Compound Planning, Inc. | 6,989 | $347,106.97 | $441,634.91 | $94,527.94 | 27.23% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,460 | $308,587 | $281,247.6 | -$27,339.4 | -8.86% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,648 | $206,795.18 | $230,006.4 | $23,211.22 | 11.22% |
Norden Group LLC NORDEN GROUP LLC | 25,850 | $1.49M | $1.61M | $125,985.12 | 8.48% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3,524 | $206,295 | $222,064.86 | $15,769.86 | 7.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,075 | $847,983.79 | $1.36M | $515,809.71 | 60.83% |
Mathieu Cornu Pictet Asset Management Holding SA | 23,519 | $944,575.84 | $1.48M | $537,356.35 | 56.89% |
| KS Kristi Shields ROGCO, LP | 160 | $5,582.5 | $10,212.8 | $4,630.3 | 82.94% |
Syon Capital LLC SYON CAPITAL LLC | 17,410 | $973,303.2 | $1.09M | $120,333.81 | 12.36% |
Florian Peters denkapparat Operations GmbH | 6,294 | $368,451 | $397,088.46 | $28,637.46 | 7.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,559 | $1.27M | $1.36M | $93,357.22 | 7.38% |
James Rankin Modern Wealth Management, LLC | 4,788 | $269,953.32 | $303,319.8 | $33,366.48 | 12.36% |