| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 313 | $4,366.06 | $5,493.15 | $1,127.09 | 25.81% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,330 | $15,282 | $23,341.5 | $8,059.5 | 52.74% |
Thomas Dobbins New Republic Capital, LLC | 9 | $120 | $157.32 | $37.32 | 31.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,072 | $317,792.6 | $317,163.6 | -$629 | -0.2% |
Dina Fliss Global View Capital Management LLC | 10,896 | $223,259 | $191,224.8 | -$32,034.2 | -14.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 325,862 | $6.68M | $5.72M | -$958,040.89 | -14.35% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 71,612 | $1.01M | $1.31M | $304,398.71 | 30.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 35,191 | $704,151.89 | $617,602.05 | -$86,549.84 | -12.29% |
James Rankin Modern Wealth Management, LLC | 20,808 | $397,043.81 | $378,913.68 | -$18,130.13 | -4.57% |
David Vollmer PFS Partners, LLC | 2,042 | $32,720.52 | $35,837.1 | $3,116.58 | 9.52% |
Ann Keitner Quantum Portfolio Management LLC | 28,152 | $522,261.48 | $512,647.92 | -$9,613.56 | -1.84% |
David W. Lewis Lewis Asset Management, LLC | 10,000 | $131,100 | $175,500 | $44,400 | 33.87% |
Kent Keister Bear Mountain Capital, Inc. | 138 | $2,035.48 | $2,421.9 | $386.42 | 18.98% |
Joshua Stipcich Tidemark, LLC | 8,071 | $106,809.16 | $147,699.3 | $40,890.14 | 38.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 165 | $2,889 | $3,037.65 | $148.65 | 5.15% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 36,732 | $752,639 | $644,646.6 | -$107,992.4 | -14.35% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,846 | $201,747 | $172,797.3 | -$28,949.7 | -14.35% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 52,278 | $704,251.55 | $962,437.98 | $258,186.43 | 36.66% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 39,972 | $578,744.83 | $727,690.26 | $148,945.43 | 25.74% |
| WL Wealthcollab LLC WealthCollab, LLC | 10,174 | $156,467.13 | $186,184.2 | $29,717.07 | 18.99% |