| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,231 | $384,053.68 | $470,918.25 | $86,864.57 | 22.62% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,561 | $224,300.61 | $225,236.69 | $936.08 | 0.42% |
Syon Capital LLC SYON CAPITAL LLC | 5,549 | $553,893.78 | $802,829.32 | $248,935.54 | 44.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,620 | $506,412.43 | $674,150.4 | $167,737.97 | 33.12% |
Amir Har-El Savvy Advisors, Inc. | 1,429 | $172,909 | $207,590.83 | $34,681.83 | 20.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 74 | $6,896.96 | $10,720.38 | $3,823.42 | 55.44% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 67 | $5,227 | $9,667.43 | $4,440.43 | 84.95% |
Joel Arber L1 Capital International Pty Ltd | 1.3M | $182.04M | $188.04M | $6M | 3.3% |
Curtis Burkholder Bare Financial Services, Inc | 4 | $565.5 | $583.68 | $18.18 | 3.21% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,788 | $443,196 | $546,570.48 | $103,374.48 | 23.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,942 | $289,684.13 | $424,501.15 | $134,817.02 | 46.54% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 68,933 | $5.12M | $10M | $4.88M | 95.29% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,250 | $274,281.96 | $324,652.48 | $50,370.52 | 18.36% |
Chris Chatto Encompass More Asset Management | 4,738 | $649,560.48 | $683,646.02 | $34,085.54 | 5.25% |
David P. Cushing nVerses Capital, LLC | 1,603 | $233,685 | $231,296.87 | -$2,388.13 | -1.02% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,695 | $1.8M | $2.87M | $1.07M | 59.26% |
| WL Wealthcollab LLC WealthCollab, LLC | 424 | $50,590.4 | $61,397.32 | $10,806.92 | 21.36% |
Ian Jameson American Capital Advisory, LLC | 5 | $670.33 | $725.4 | $55.07 | 8.22% |
Janice M. Powell Diversify Advisory Services, LLC | 13,405 | $2.03M | $1.95M | -$79,983.85 | -3.94% |
Jean-Francois Gonnet Sienna Gestion | 111,189 | $15.11M | $16.04M | $935,663.36 | 6.19% |