| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 102,915 | $5.95M | $5.91M | -$36,513.12 | -0.61% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 35,096 | $1.97M | $2.02M | $47,760.34 | 2.42% |
Kevin Bresler TD Waterhouse Canada Inc. | 178,262 | $10.07M | $10.24M | $168,086.08 | 1.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 164,098 | $9.31M | $9.42M | $111,133.87 | 1.19% |
Mark Petersen Prosperitas Financial LLC | 28,691 | $1.64M | $1.66M | $21,659.67 | 1.32% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 194,262 | $10.96M | $11.16M | $196,997.85 | 1.8% |
Scott McMillan White Wing Wealth Management | 39,435 | $2.23M | $2.26M | $36,152.48 | 1.62% |
James Rankin Modern Wealth Management, LLC | 27,586 | $1.6M | $1.6M | -$2,794.62 | -0.17% |
KKM Financial LLC KKM Financial LLC | 9,312 | $525,194.58 | $540,282.24 | $15,087.66 | 2.87% |
Joseph C. Gissy Tactive Advisors, LLC | 16,277 | $925,360.78 | $934,788.11 | $9,427.33 | 1.02% |
Benj Foor Frazier Financial Advisors, LLC | 17 | $954 | $978.94 | $24.94 | 2.61% |
Angela Kelley HTLF Bank | 296,603 | $16.33M | $17.03M | $707,686.69 | 4.33% |
Amir Har-El Savvy Advisors, Inc. | 15,962 | $909,041.76 | $916,697.66 | $7,655.9 | 0.84% |
David W. Lewis Lewis Asset Management, LLC | 61,477 | $3.47M | $3.53M | $62,591.97 | 1.8% |
Owen McCabe Tyche Wealth Partners LLC | 51,010 | $2.89M | $2.94M | $44,109.25 | 1.52% |
United Advisor Group LLC United Advisor Group, LLC | 58,917 | $3.39M | $3.38M | -$7,829.59 | -0.23% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 22,395 | $1.23M | $1.29M | $53,058.86 | 4.3% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $56,850 | $57,840 | $990 | 1.74% |
Donald Hatcher Solutions 4 Wealth, Ltd | 59,336 | $3.37M | $3.41M | $40,372.4 | 1.2% |
PETER KRUSSEL Southland Equity Partners LLC | 5,484 | $300,993.25 | $314,946.12 | $13,952.87 | 4.64% |