| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 313 | $4,366.06 | $5,180.15 | $814.09 | 18.65% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,330 | $15,282 | $22,024.8 | $6,742.8 | 44.12% |
Thomas Dobbins New Republic Capital, LLC | 9 | $120 | $148.5 | $28.5 | 23.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,284 | $338,396.35 | $320,885.76 | -$17,510.59 | -5.17% |
Dina Fliss Global View Capital Management LLC | 10,896 | $223,259 | $181,581.84 | -$41,677.16 | -18.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 325,862 | $6.68M | $5.39M | -$1.28M | -19.23% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 71,612 | $1.01M | $1.18M | $174,780.99 | 17.37% |
Kevin Bresler TD Waterhouse Canada Inc. | 35,191 | $704,151.89 | $582,411.05 | -$121,740.84 | -17.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,355 | $335,114 | $270,675.25 | -$64,438.75 | -19.23% |
James Rankin Modern Wealth Management, LLC | 20,808 | $397,043.81 | $343,644.12 | -$53,399.69 | -13.45% |
David Vollmer PFS Partners, LLC | 2,042 | $32,720.52 | $33,503.5 | $782.98 | 2.39% |
Ann Keitner Quantum Portfolio Management LLC | 28,152 | $522,261.48 | $461,974.32 | -$60,287.16 | -11.54% |
David W. Lewis Lewis Asset Management, LLC | 10,000 | $131,100 | $165,500 | $34,400 | 26.24% |
Kent Keister Bear Mountain Capital, Inc. | 138 | $2,035.48 | $2,285.28 | $249.8 | 12.27% |
Joshua Stipcich Tidemark, LLC | 8,071 | $106,809.16 | $132,929.37 | $26,120.21 | 24.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 165 | $2,889 | $2,745.6 | -$143.4 | -4.96% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 36,732 | $752,639 | $607,914.6 | -$144,724.4 | -19.23% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,086 | $341,827.91 | $295,615.67 | -$46,212.24 | -13.52% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 52,278 | $704,251.55 | $865,200.9 | $160,949.35 | 22.85% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 39,972 | $578,744.83 | $661,736.46 | $82,991.63 | 14.34% |