| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Kleine Park Capital Management, LLC / WI | 4,108 | $1.62M | $1.08M | -$540,530.84 | -33.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,103 | $488,233.22 | $1.34M | $853,294.5 | 174.77% |
Syon Capital LLC SYON CAPITAL LLC | 1,947 | $359,357.97 | $634,390.99 | $275,033.02 | 76.53% |
Kevin Bresler TD Waterhouse Canada Inc. | 42,873 | $10.43M | $11.27M | $839,370.71 | 8.05% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,442 | $266,847.73 | $379,087.39 | $112,239.66 | 42.06% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 737 | $290,724 | $193,749.94 | -$96,974.06 | -33.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,183 | $4.46M | $6.36M | $1.89M | 42.43% |
Robert Shea NEOS Investment Management LLC | 29,889 | $7.56M | $9.72M | $2.16M | 28.53% |
James Rankin Modern Wealth Management, LLC | 1,344 | $276,472.91 | $437,915.51 | $161,442.6 | 58.39% |
David Vollmer PFS Partners, LLC | 194 | $6,760.97 | $51,000.66 | $44,239.69 | 654.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2 | $789 | $525.78 | -$263.22 | -33.36% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 10 | $2,850.5 | $2,628.9 | -$221.6 | -7.77% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,835 | $248,029.73 | $1.72M | $1.47M | 593.27% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 624 | $246,149 | $164,043.37 | -$82,105.63 | -33.36% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 4,590 | $1.62M | $1.21M | -$416,126.99 | -25.64% |
Curtis Burkholder Bare Financial Services, Inc | 103 | $13,728.52 | $27,077.67 | $13,349.15 | 97.24% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,787 | $337,839.25 | $995,564.47 | $657,725.22 | 194.69% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,501 | $223,114.21 | $947,728.94 | $724,614.73 | 324.77% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 3,397 | $302,638.23 | $893,037.36 | $590,399.13 | 195.08% |
Christy Clarin Portfolio Design Labs, LLC | 2,162 | $852,845 | $702,974.28 | -$149,870.72 | -17.57% |