| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nemes Rush Group LLC Nemes Rush Group LLC | 70 | $3,762.24 | $3,483.9 | -$278.34 | -7.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,255 | $884,390.74 | $1.11M | $223,240.61 | 25.24% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 144,171 | $5.74M | $7.18M | $1.43M | 24.9% |
NICOLE MARTIN Arlington Trust Co LLC | 79 | $4,472 | $3,931.83 | -$540.17 | -12.08% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,444 | $193,169.69 | $270,947.88 | $77,778.19 | 40.26% |
Syon Capital LLC SYON CAPITAL LLC | 13,970 | $493,221.08 | $695,286.9 | $202,065.82 | 40.97% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,125 | $270,622.93 | $255,071.25 | -$15,551.68 | -5.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,820 | $216,260 | $190,121.4 | -$26,138.6 | -12.09% |
Benj Foor Frazier Financial Advisors, LLC | 56 | $3,171 | $2,787.12 | -$383.88 | -12.11% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 355 | $11,510.82 | $17,668.35 | $6,157.53 | 53.49% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,029 | $58,252 | $49,494.9 | -$8,757.1 | -15.03% |
Anthony Blagrove Traveka Wealth, LLC | 4,485 | $253,896 | $215,728.5 | -$38,167.5 | -15.03% |
Michel Del Buono a16z Perennial Management, L.P. | 3,701 | $209,514 | $178,018.1 | -$31,495.9 | -15.03% |
Curtis Burkholder Bare Financial Services, Inc | 281 | $9,859.98 | $13,507.67 | $3,647.69 | 36.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,742 | $252,663.56 | $372,816.01 | $120,152.45 | 47.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 37,824 | $1.27M | $1.83M | $554,562.66 | 43.63% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 30 | $1,698 | $1,444.65 | -$253.35 | -14.92% |
Ashley Meredith Abel Hall, LLC | 7,199 | $273,130.22 | $346,667.84 | $73,537.62 | 26.92% |
Ian Jameson American Capital Advisory, LLC | 34 | $1,658.97 | $1,641.18 | -$17.79 | -1.07% |
Kevyn Hill Hilltop National Bank | 2,785 | $90,289.89 | $133,986.35 | $43,696.46 | 48.4% |