| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 6,246 | $514,670 | $514,670.4 | $0.4 | - |
Courtney Holt Compound Planning, Inc. | 20,052 | $1.32M | $1.64M | $318,398.9 | 24.15% |
Nemes Rush Group LLC Nemes Rush Group LLC | 68 | $4,355 | $5,566.14 | $1,211.14 | 27.81% |
Norden Group LLC NORDEN GROUP LLC | 3,128 | $257,748 | $257,872.32 | $124.32 | 0.05% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,810 | $231,544 | $231,431.6 | -$112.4 | -0.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,249 | $429,653.56 | $496,795.5 | $67,141.94 | 15.63% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 99,913 | $6.73M | $8.16M | $1.43M | 21.21% |
NICOLE MARTIN Arlington Trust Co LLC | 766 | $62,257.63 | $63,060.95 | $803.32 | 1.29% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,072 | $329,143.52 | $412,962.24 | $83,818.72 | 25.47% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,845 | $230,909.93 | $317,904.6 | $86,994.67 | 37.67% |
Syon Capital LLC SYON CAPITAL LLC | 7,942 | $568,848.95 | $649,536.47 | $80,687.52 | 14.18% |
Kevin Bresler TD Waterhouse Canada Inc. | 71,329 | $5.03M | $5.8M | $763,309.22 | 15.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,163 | $517,271.58 | $663,488.64 | $146,217.06 | 28.27% |
James Rankin Modern Wealth Management, LLC | 2,817 | $232,058 | $229,585.5 | -$2,472.5 | -1.07% |
Benj Foor Frazier Financial Advisors, LLC | 212 | $13,467.35 | $17,474.1 | $4,006.75 | 29.75% |
Amir Har-El Savvy Advisors, Inc. | 4,304 | $354,651 | $351,378.56 | -$3,272.44 | -0.92% |
Ann Keitner Quantum Portfolio Management LLC | 607 | $50,017 | $50,025.9 | $8.9 | 0.02% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,850 | $304,828 | $400,998 | $96,170 | 31.55% |
Rob Dainard Hara Capital LLC | 700 | $44,386.37 | $57,869 | $13,482.63 | 30.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,185 | $485,079.76 | $650,707.5 | $165,627.74 | 34.14% |