| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 250 | $47,632.8 | $50,260 | $2,627.2 | 5.52% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 37 | $6,947.84 | $7,393.71 | $445.87 | 6.42% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,797 | $311,805 | $357,638.94 | $45,833.94 | 14.7% |
Courtney Holt Compound Planning, Inc. | 2,795 | $412,943.42 | $552,697.27 | $139,753.85 | 33.84% |
Peter Sigismondi Ramirez Asset Management, Inc. | 8,632 | $1.22M | $1.71M | $489,964.4 | 40.21% |
| AA Andrew Alkon EntryPoint Capital, LLC | 5,633 | $958,041.07 | $1.11M | $152,110.57 | 15.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,691 | $294,327.06 | $339,958.63 | $45,631.57 | 15.5% |
Mathieu Cornu Pictet Asset Management Holding SA | 13,837 | $1.69M | $2.78M | $1.09M | 64.21% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 15 | $1,810.4 | $3,001.8 | $1,191.4 | 65.81% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,660 | $485,186.22 | $524,764.8 | $39,578.58 | 8.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,545 | $623,401.22 | $707,192.05 | $83,790.83 | 13.44% |
Syon Capital LLC SYON CAPITAL LLC | 2,767 | $460,690.98 | $545,015.99 | $84,325.01 | 18.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,508 | $268,228.84 | $303,168.32 | $34,939.48 | 13.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,576 | $819,015.39 | $919,959.04 | $100,943.65 | 12.33% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 10,930 | $2.12M | $2.17M | $46,591.7 | 2.19% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,800 | $214,776 | $361,845 | $147,069 | 68.48% |
Amir Har-El Savvy Advisors, Inc. | 1,925 | $344,322.67 | $380,611 | $36,288.33 | 10.54% |
Jeffrey McGrath Cetera Trust Company, N.A | 44 | $5,250 | $8,721.68 | $3,471.68 | 66.13% |
Darin Sadow Freestone Grove Partners LP | 76,153 | $14.89M | $15.02M | $129,731.64 | 0.87% |
Curtis Burkholder Bare Financial Services, Inc | 76 | $13,393.13 | $15,279.04 | $1,885.91 | 14.08% |