| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Barr Red Mountain Financial, LLC | 10,300 | $616,201.73 | $599,975 | -$16,226.73 | -2.63% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 51,625 | $2.91M | $3.01M | $94,294.55 | 3.24% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,858 | $262,974.58 | $282,978.5 | $20,003.92 | 7.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 106,519 | $5.85M | $6.2M | $356,546.38 | 6.1% |
Teresa Douberly Burford Brothers, Inc. | 3,587 | $220,457 | $208,942.75 | -$11,514.25 | -5.22% |
Joseph C. Gissy Tactive Advisors, LLC | 20,080 | $1.1M | $1.17M | $71,591.55 | 6.52% |
Amir Har-El Savvy Advisors, Inc. | 15,845 | $893,083.19 | $922,971.25 | $29,888.06 | 3.35% |
David W. Lewis Lewis Asset Management, LLC | 22,083 | $1.24M | $1.29M | $43,280.9 | 3.48% |
Owen McCabe Tyche Wealth Partners LLC | 10,610 | $591,797.63 | $629,491.3 | $37,693.67 | 6.37% |
PETER KRUSSEL Southland Equity Partners LLC | 13,355 | $731,992.85 | $777,928.75 | $45,935.9 | 6.28% |
Jon Deven Mouton CAP Partners, LLC | 13,461 | $687,685.26 | $784,103.25 | $96,417.99 | 14.02% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,139 | $755,136.2 | $843,815.52 | $88,679.32 | 11.74% |
Cody Gehman Stonebridge Financial Group, LLC | 15,663 | $879,254.61 | $912,369.75 | $33,115.14 | 3.77% |
Kent Keister Bear Mountain Capital, Inc. | 964 | $55,227.32 | $56,153 | $925.68 | 1.68% |
Joshua Stipcich Tidemark, LLC | 4,021 | $219,388.01 | $240,214.54 | $20,826.53 | 9.49% |
Andrea Butler Sequent Planning LLC | 42,729 | $2.61M | $2.59M | -$23,976.39 | -0.92% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 143 | $8,132.11 | $8,329.75 | $197.64 | 2.43% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 22,614 | $1.21M | $1.32M | $104,860.13 | 8.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 159,537 | $9.04M | $9.57M | $530,693.26 | 5.87% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 8,722 | $508,627.29 | $508,056.5 | -$570.79 | -0.11% |