| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 379,517 | $3.81M | $3.75M | -$63,565.57 | -1.67% |
NICOLE MARTIN Arlington Trust Co LLC | 820 | $7,496.25 | $8,093.4 | $597.15 | 7.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 33,899 | $291,038.7 | $334,583.13 | $43,544.43 | 14.96% |
Syon Capital LLC SYON CAPITAL LLC | 65,427 | $574,934.22 | $634,641.9 | $59,707.68 | 10.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,071 | $124,725.77 | $129,010.77 | $4,285 | 3.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,895 | $261,295.62 | $275,323.65 | $14,028.03 | 5.37% |
James Rankin Modern Wealth Management, LLC | 22,115 | $212,861.12 | $214,515.5 | $1,654.38 | 0.78% |
Amir Har-El Savvy Advisors, Inc. | 12,960 | $129,734 | $127,915.2 | -$1,818.8 | -1.4% |
Jeff Ramsey Quotient Wealth Partners, LLC | 16,407 | $149,616.09 | $161,937.09 | $12,321 | 8.24% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,267 | $12,762.54 | $12,505.29 | -$257.25 | -2.02% |
Julie Beswick Advantage Trust Co | 300 | $2,799 | $2,961 | $162 | 5.79% |
Curtis Burkholder Bare Financial Services, Inc | 2,049 | $20,029.6 | $20,223.63 | $194.03 | 0.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 33,747 | $352,907 | $330,720.6 | -$22,186.4 | -6.29% |
Neil Greenspan Fielder Capital Group LLC | 21,277 | $178,403.01 | $210,003.99 | $31,600.98 | 17.71% |
Alan Gilmore Private Wealth Management Group, LLC | 3 | $28 | $29.61 | $1.61 | 5.75% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 178,766 | $1.56M | $1.75M | $187,690.23 | 12% |
| FTM F. Thomas Mosley Mosley Wealth Management | 275 | $2,720.01 | $2,714.25 | -$5.76 | -0.21% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 146 | $1,416.7 | $1,441.02 | $24.32 | 1.72% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 17,425 | $162,575.25 | $174,859.87 | $12,284.62 | 7.56% |
Ashley Meredith Abel Hall, LLC | 13,405 | $133,186.15 | $132,307.35 | -$878.8 | -0.66% |