| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Orr Centennial Bank/AR/ | 75 | $9,846.43 | $13,272.75 | $3,426.32 | 34.8% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,315 | $222,038 | $231,321.65 | $9,283.65 | 4.18% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,947 | $4.21M | $4.41M | $200,213.2 | 4.76% |
Syon Capital LLC SYON CAPITAL LLC | 1,431 | $241,527.74 | $250,754.13 | $9,226.39 | 3.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,708 | $288,259.19 | $306,603.08 | $18,343.89 | 6.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,332 | $6.68M | $7.13M | $457,977.1 | 6.86% |
James Rankin Modern Wealth Management, LLC | 1,204 | $203,238.82 | $210,964.88 | $7,726.06 | 3.8% |
KKM Financial LLC KKM Financial LLC | 5,456 | $920,809 | $956,000.32 | $35,191.32 | 3.82% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,419 | $914,581.83 | $940,955.16 | $26,373.33 | 2.88% |
Owen McCabe Tyche Wealth Partners LLC | 3,101 | $430,331.69 | $544,194.49 | $113,862.8 | 26.46% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 117 | $19,755 | $20,693.79 | $938.79 | 4.75% |
PETER KRUSSEL Southland Equity Partners LLC | 2,881 | $486,271 | $508,496.5 | $22,225.5 | 4.57% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,446 | $197,824.02 | $251,083.44 | $53,259.42 | 26.92% |
Julie Beswick Advantage Trust Co | 4,677 | $635,984.72 | $821,655.36 | $185,670.64 | 29.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 350 | $58,967.69 | $61,834.5 | $2,866.81 | 4.86% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 14 | $2,021 | $2,453.08 | $432.08 | 21.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 49 | $7,938.14 | $8,619.59 | $681.45 | 8.58% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,220 | $797,818.08 | $1.1M | $300,944.92 | 37.72% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 150 | $20,378.32 | $26,520 | $6,141.68 | 30.14% |
Jonathan Chatfield LM Advisors LLC | 1,109 | $149,774.3 | $192,566.76 | $42,792.46 | 28.57% |