| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 426 | $19,629.28 | $23,146.71 | $3,517.43 | 17.92% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,194 | $255,768.65 | $272,009.78 | $16,241.13 | 6.35% |
Syon Capital LLC SYON CAPITAL LLC | 11,725 | $605,478.43 | $612,631.25 | $7,152.82 | 1.18% |
Florian Peters denkapparat Operations GmbH | 14,164 | $753,100 | $769,034.38 | $15,934.38 | 2.12% |
Kevin Bresler TD Waterhouse Canada Inc. | 75,267 | $4.33M | $4.09M | -$241,265.1 | -5.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,334 | $585,423.83 | $561,291.21 | -$24,132.62 | -4.12% |
Robert Shea NEOS Investment Management LLC | 102,572 | $5.49M | $5.56M | $66,473.76 | 1.21% |
James Rankin Modern Wealth Management, LLC | 5,444 | $289,444 | $284,285.68 | -$5,158.32 | -1.78% |
David W. Lewis Lewis Asset Management, LLC | 11,016 | $420,205.83 | $593,817.48 | $173,611.65 | 41.32% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 157 | $5,822.64 | $8,217.38 | $2,394.74 | 41.13% |
Jeffrey McGrath Cetera Trust Company, N.A | 141 | $5,451 | $7,641.49 | $2,190.49 | 40.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,256 | $206,671 | $223,227.2 | $16,556.2 | 8.01% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $6,638.09 | $5,648.76 | -$989.33 | -14.9% |
Brad McFadden Glenorchy Capital Ltd | 42,831 | $1.68M | $2.24M | $559,312.7 | 33.32% |
Keisuke Ichihara Rakuten Securities, Inc. | 99 | $5,376.15 | $5,377.18 | $1.03 | 0.02% |
Joshua Stipcich Tidemark, LLC | 679 | $26,164.52 | $35,606.76 | $9,442.24 | 36.09% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 89 | $5,664 | $4,663.6 | -$1,000.4 | -17.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,889 | $310,933.91 | $310,644.75 | -$289.16 | -0.09% |
Matthew Stead Sachetta, LLC | 262 | $10,816.35 | $13,718.32 | $2,901.97 | 26.83% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 27 | $1,718.57 | $1,416.15 | -$302.42 | -17.6% |