| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 72 | $8,202 | $20,584.08 | $12,382.08 | 150.96% |
| PT Petros Toseland Portman Square Capital LLP | 1,240 | $462,359 | $378,448.01 | -$83,910.99 | -18.15% |
Beth Zilka Baron Wealth Management LLC | 2,883 | $249,045 | $841,374.72 | $592,329.72 | 237.84% |
Alexandra Stickelman Root Financial Partners, LLC | 108 | $22,572.99 | $31,273.56 | $8,700.57 | 38.54% |
Jorge Paganin Abacus Wealth Partners, LLC | 677 | $218,475 | $196,038.89 | -$22,436.11 | -10.27% |
Staci Compagno Portside Wealth Group, LLC | 1,684 | $380,914.55 | $476,790.92 | $95,876.37 | 25.17% |
Courtney Holt Compound Planning, Inc. | 816 | $263,381 | $236,289.12 | -$27,091.88 | -10.29% |
Norden Group LLC NORDEN GROUP LLC | 2,038 | $427,378.27 | $594,015.86 | $166,637.59 | 38.99% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,539 | $819,361 | $736,944.75 | -$82,416.25 | -10.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 518 | $101,852.46 | $147,137.89 | $45,285.43 | 44.46% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,263 | $744,528.12 | $1.82M | $1.07M | 144.16% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $653.83 | $1,791.66 | $1,137.83 | 174.03% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,518 | $914,454.81 | $1.85M | $930,986.53 | 101.81% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 2,696 | $357,220 | $782,514 | $425,294 | 119.06% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,582 | $265,197.83 | $460,947.34 | $195,749.51 | 73.81% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 21 | $2,783 | $6,118.77 | $3,335.77 | 119.86% |
Syon Capital LLC SYON CAPITAL LLC | 779 | $251,391 | $226,977.23 | -$24,413.77 | -9.71% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,379 | $10.77M | $9.37M | -$1.4M | -13% |
Amir Har-El Savvy Advisors, Inc. | 1,799 | $262,089.47 | $520,091.08 | $258,001.61 | 98.44% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 63 | $20,331 | $18,213.31 | -$2,117.69 | -10.42% |