| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 1,538 | $215,751 | $232,545.6 | $16,794.6 | 7.78% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,250 | $765,831.33 | $642,600 | -$123,231.33 | -16.09% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,670 | $235,721 | $252,504 | $16,783 | 7.12% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,631 | $413,896.91 | $397,807.2 | -$16,089.71 | -3.89% |
Dane Grouell Turning Point Benefit Group, Inc. | 7,307 | $1.42M | $1.1M | -$312,341.76 | -22.04% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,368 | $364,303.72 | $419,893.76 | $55,590.04 | 15.26% |
Sam Tedawes Quantessence Capital LLC | 2,818 | $397,761 | $517,384.83 | $119,623.83 | 30.07% |
Joshua Stipcich Tidemark, LLC | 17 | $3,707.35 | $2,867.9 | -$839.45 | -22.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,357 | $324,586.65 | $240,623.24 | -$83,963.41 | -25.87% |
Matthew Stead Sachetta, LLC | 23 | $3,236.91 | $3,477.6 | $240.69 | 7.44% |
Alan Gilmore Private Wealth Management Group, LLC | 26 | $3,647.96 | $3,931.2 | $283.24 | 7.76% |
David P. Cushing nVerses Capital, LLC | 2,878 | $403,754 | $435,153.6 | $31,399.6 | 7.78% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 13,092 | $2.58M | $2.32M | -$257,890.95 | -10% |
Corey Saft Sivia Capital Partners, LLC | 1,729 | $244,048 | $261,424.8 | $17,376.8 | 7.12% |
| WL Wealthcollab LLC WealthCollab, LLC | 28 | $6,204 | $4,723.6 | -$1,480.4 | -23.86% |
Ian Jameson American Capital Advisory, LLC | 1,097 | $167,224.88 | $165,866.4 | -$1,358.48 | -0.81% |
Mark Weiskind Fairway Wealth LLC | 592 | $83,561 | $89,510.4 | $5,949.4 | 7.12% |
Janice M. Powell Diversify Advisory Services, LLC | 2,783 | $409,959 | $469,492.1 | $59,533.1 | 14.52% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 28,064 | $4.38M | $5.15M | $768,845.69 | 17.54% |
Joe Miller Miller Financial Services LLC | 1,817 | $416,585.23 | $274,730.4 | -$141,854.83 | -34.05% |