| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 924 | $8,621 | $9,170.7 | $549.7 | 6.38% |
Staci Compagno Portside Wealth Group, LLC | 16,047 | $149,718 | $161,192.11 | $11,474.11 | 7.66% |
Courtney Holt Compound Planning, Inc. | 45,768 | $442,479.36 | $456,078.12 | $13,598.76 | 3.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 78 | $788.37 | $779.22 | -$9.15 | -1.16% |
John Shanley Aspect Partners, LLC | 100 | $823 | $1,005.5 | $182.5 | 22.17% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 111 | $930.2 | $1,103.34 | $173.14 | 18.61% |
Thomas Dobbins New Republic Capital, LLC | 19,296 | $194,817.08 | $194,117.76 | -$699.32 | -0.36% |
| AA Andrew Alkon EntryPoint Capital, LLC | 69,665 | $675,745.57 | $702,571.52 | $26,825.95 | 3.97% |
Denise Reinert CGC Financial Services, LLC | 293 | $2,454.63 | $2,947.58 | $492.95 | 20.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,472 | $330,718.34 | $333,688.96 | $2,970.62 | 0.9% |
Anthony Moeller MN Wealth Advisors, LLC | 26,274 | $218,067.56 | $263,528.22 | $45,460.66 | 20.85% |
Kevin Orr Centennial Bank/AR/ | 71 | $568 | $714.26 | $146.26 | 25.75% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 383,552 | $3.85M | $3.82M | -$23,031.52 | -0.6% |
NICOLE MARTIN Arlington Trust Co LLC | 820 | $7,496.25 | $8,269.7 | $773.45 | 10.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 33,899 | $291,038.7 | $336,447.57 | $45,408.87 | 15.6% |
Syon Capital LLC SYON CAPITAL LLC | 65,427 | $574,934.22 | $653,288.59 | $78,354.37 | 13.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,071 | $124,725.77 | $132,409.23 | $7,683.46 | 6.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,866 | $298,345.58 | $322,802.58 | $24,457 | 8.2% |
James Rankin Modern Wealth Management, LLC | 22,115 | $212,861.12 | $220,486.55 | $7,625.43 | 3.58% |
Amir Har-El Savvy Advisors, Inc. | 10,719 | $107,300.83 | $106,814.83 | -$486 | -0.45% |