| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,520 | $337,232.13 | $419,176.8 | $81,944.67 | 24.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 780 | $99,044.44 | $129,745.2 | $30,700.76 | 31% |
Mathieu Cornu Pictet Asset Management Holding SA | 9,567 | $998,397.47 | $1.59M | $592,977.31 | 59.39% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 12 | $1,312.59 | $1,996.08 | $683.49 | 52.07% |
Kevin Orr Centennial Bank/AR/ | 8,975 | $1.14M | $1.49M | $347,341.84 | 30.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,533 | $196,638.84 | $254,999.22 | $58,360.38 | 29.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,229 | $167,362.03 | $204,431.86 | $37,069.83 | 22.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,686 | $2.62M | $3.44M | $818,638.31 | 31.22% |
Mark Petersen Prosperitas Financial LLC | 1,446 | $198,267.64 | $241,959.18 | $43,691.54 | 22.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $1,607.21 | $1,829.74 | $222.53 | 13.85% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 31 | $3,363.5 | $5,156.54 | $1,793.04 | 53.31% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,636 | $150,755.71 | $272,132.24 | $121,376.53 | 80.51% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $411 | $499.02 | $88.02 | 21.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 766 | $97,488.69 | $128,695.66 | $31,206.97 | 32.01% |
Craig Silberg EVERPAR ADVISORS LLC | 1,798 | $197,706.55 | $299,079.32 | $101,372.77 | 51.27% |
Matthew Stead Sachetta, LLC | 54 | $6,318.71 | $8,982.36 | $2,663.65 | 42.15% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 6 | $822.67 | $1,020.48 | $197.81 | 24.04% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,045 | $259,491.67 | $340,165.3 | $80,673.63 | 31.09% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 8,361 | $941,198.22 | $1.4M | $463,533.39 | 49.25% |
David P. Cushing nVerses Capital, LLC | 1,908 | $261,548 | $317,376.72 | $55,828.72 | 21.35% |