| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,855 | $884,696.63 | $893,999.7 | $9,303.07 | 1.05% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 92 | $24,590.33 | $16,940.88 | -$7,649.45 | -31.11% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,969 | $732,400 | $730,851.66 | -$1,548.34 | -0.21% |
Syon Capital LLC SYON CAPITAL LLC | 255,815 | $63.08M | $47.11M | -$15.98M | -25.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,073 | $345,913.49 | $381,722.22 | $35,808.73 | 10.35% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,453 | $332,597.03 | $451,695.42 | $119,098.39 | 35.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,602 | $1.87M | $1.58M | -$281,213.24 | -15.08% |
Robert Shea NEOS Investment Management LLC | 273,160 | $56.74M | $50.3M | -$6.44M | -11.35% |
Amir Har-El Savvy Advisors, Inc. | 2,539 | $625,071.53 | $467,531.46 | -$157,540.07 | -25.2% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,368 | $243,500.26 | $251,903.52 | $8,403.26 | 3.45% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3 | $296.4 | $552.42 | $256.02 | 86.38% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,753 | $476,723.24 | $322,797.42 | -$153,925.82 | -32.29% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,797 | $404,121.67 | $330,899.58 | -$73,222.09 | -18.12% |
Darin Sadow Freestone Grove Partners LP | 114,352 | $17.17M | $21.06M | $3.89M | 22.64% |
Michel Del Buono a16z Perennial Management, L.P. | 2,990 | $774,240.28 | $550,578.6 | -$223,661.68 | -28.89% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $3,264 | $2,209.68 | -$1,054.32 | -32.3% |
Keisuke Ichihara Rakuten Securities, Inc. | 26 | $7,071.72 | $4,787.64 | -$2,284.08 | -32.3% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 36 | $5,405 | $6,629.04 | $1,224.04 | 22.65% |
Christy Clarin Portfolio Design Labs, LLC | 6,283 | $1.57M | $1.16M | -$412,828.08 | -26.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,674 | $608,718.82 | $492,390.36 | -$116,328.46 | -19.11% |