| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 133 | $10,292.11 | $11,711.98 | $1,419.87 | 13.8% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 11,020 | $872,084.78 | $970,421.18 | $98,336.4 | 11.28% |
Norden Group LLC NORDEN GROUP LLC | 3,731 | $432,682.04 | $328,551.85 | -$104,130.19 | -24.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,780 | $2.24M | $1.48M | -$758,320.01 | -33.91% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 12,532 | $1.5M | $1.1M | -$400,614.31 | -26.63% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,513 | $693,758.55 | $485,474.77 | -$208,283.78 | -30.02% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,640 | $212,203 | $232,478.39 | $20,275.39 | 9.55% |
Syon Capital LLC SYON CAPITAL LLC | 3,593 | $288,830 | $342,915.92 | $54,085.92 | 18.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,311 | $1.57M | $1.08M | -$482,827.88 | -30.81% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,283 | $875,018.86 | $641,340.97 | -$233,677.89 | -26.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,287 | $1.86M | $1.52M | -$340,945.85 | -18.3% |
Mark Weber DecisionMap Wealth Management, LLC | 5,514 | $635,805.09 | $485,562.83 | -$150,242.26 | -23.63% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 103,195 | $9.21M | $9.09M | -$119,347.62 | -1.3% |
David Vollmer PFS Partners, LLC | 100 | $22,014 | $8,806 | -$13,208 | -60% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,628 | $139,138.54 | $143,361.68 | $4,223.14 | 3.04% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $14,566 | $9,396 | -$5,170 | -35.49% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 82 | $11,886 | $7,220.92 | -$4,665.08 | -39.25% |
Jonathon Gold Gold Investment Management Ltd. | 46 | $6,700.67 | $4,067.78 | -$2,632.89 | -39.29% |
Julie Beswick Advantage Trust Co | 100 | $14,566 | $8,806 | -$5,760 | -39.54% |
Keisuke Ichihara Rakuten Securities, Inc. | 52 | $4,962.34 | $4,885.92 | -$76.42 | -1.54% |