| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,241 | $279,530.85 | $241,579.26 | -$37,951.59 | -13.58% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 16 | $3,459.45 | $3,114.64 | -$344.81 | -9.97% |
Syon Capital LLC SYON CAPITAL LLC | 1,341 | $254,527.86 | $261,045.76 | $6,517.9 | 2.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 716 | $151,625.11 | $139,448.16 | -$12,176.95 | -8.03% |
Robert Shea NEOS Investment Management LLC | 46,647 | $8.75M | $9.08M | $331,133.98 | 3.78% |
Charles Corkery PUREfi Wealth, LLC | 1,998 | $385,348.75 | $389,090.52 | $3,741.77 | 0.97% |
David Vollmer PFS Partners, LLC | 15 | $2,898 | $2,919.97 | $21.97 | 0.76% |
Amir Har-El Savvy Advisors, Inc. | 8,541 | $1.73M | $1.66M | -$68,379.64 | -3.95% |
David W. Lewis Lewis Asset Management, LLC | 1,955 | $394,434.04 | $380,570.07 | -$13,863.97 | -3.51% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,023 | $390,320.73 | $393,807.29 | $3,486.56 | 0.89% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 95 | $17,823.93 | $18,504.57 | $680.64 | 3.82% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,210 | $226,581.69 | $235,544.65 | $8,962.96 | 3.96% |
Jonathon Gold Gold Investment Management Ltd. | 157 | $29,393.47 | $30,562.4 | $1,168.93 | 3.98% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 53 | $8,658 | $10,323.6 | $1,665.6 | 19.24% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $1,135 | $973.92 | -$161.08 | -14.19% |
Darin Sadow Freestone Grove Partners LP | 221,344 | $36.16M | $43.11M | $6.96M | 19.24% |
Kent Keister Bear Mountain Capital, Inc. | 369 | $66,502.05 | $71,875.66 | $5,373.61 | 8.08% |
Curtis Burkholder Bare Financial Services, Inc | 43 | $7,024 | $8,358.34 | $1,334.34 | 19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,813 | $557,067.85 | $548,155.27 | -$8,912.58 | -1.6% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,391 | $287,868.74 | $270,382.58 | -$17,486.16 | -6.07% |