| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22 | $1,172.85 | $1,769.24 | $596.39 | 50.85% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 8,752 | $666,875.37 | $707,336.64 | $40,461.27 | 6.07% |
Jae Cho Marex Group plc | 2,876 | $269,194 | $234,494.66 | -$34,699.34 | -12.89% |
NICOLE MARTIN Arlington Trust Co LLC | 63 | $5,897 | $5,136.7 | -$760.3 | -12.89% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,357 | $399,418.11 | $518,832.91 | $119,414.8 | 29.9% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,055 | $504,254.95 | $487,488.05 | -$16,766.9 | -3.33% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 58 | $4,229.24 | $4,733.73 | $504.49 | 11.93% |
Syon Capital LLC SYON CAPITAL LLC | 5,043 | $413,526 | $411,589.49 | -$1,936.51 | -0.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,714 | $1.07M | $1.04M | -$26,557.96 | -2.49% |
| AK Alisha Kamadia United Community Bank | 285 | $19,687.01 | $23,260.56 | $3,573.55 | 18.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,817 | $483,468.43 | $474,760.27 | -$8,708.16 | -1.8% |
Robert Shea NEOS Investment Management LLC | 19,018 | $1.4M | $1.55M | $150,121.43 | 10.71% |
Benj Foor Frazier Financial Advisors, LLC | 172 | $8,783 | $14,037.95 | $5,254.95 | 59.83% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 11,255 | $730,745.21 | $906,140.05 | $175,394.84 | 24% |
Amir Har-El Savvy Advisors, Inc. | 2,416 | $226,132 | $197,335.26 | -$28,796.74 | -12.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 15 | $766 | $1,225.18 | $459.18 | 59.95% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 61 | $5,710 | $4,982.39 | -$727.61 | -12.74% |
Darin Sadow Freestone Grove Partners LP | 142,790 | $13.29M | $11.66M | -$1.63M | -12.26% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $1,123 | $977.88 | -$145.12 | -12.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 24 | $1,832.66 | $1,955.76 | $123.1 | 6.72% |