| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 21,636 | $145,332.87 | $135,874.08 | -$9,458.79 | -6.51% |
Mathieu Cornu Pictet Asset Management Holding SA | 155,184 | $493,970.49 | $974,555.52 | $480,585.03 | 97.29% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 90 | $694.87 | $565.2 | -$129.67 | -18.66% |
NICOLE MARTIN Arlington Trust Co LLC | 474 | $867 | $2,976.72 | $2,109.72 | 243.34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 119,134 | $507,765.83 | $748,161.52 | $240,395.69 | 47.34% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 62 | $481.83 | $389.36 | -$92.47 | -19.19% |
Kevin Bresler TD Waterhouse Canada Inc. | 700 | $2,507.65 | $4,396 | $1,888.35 | 75.3% |
| AK Alisha Kamadia United Community Bank | 126 | $179 | $791.28 | $612.28 | 342.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,198 | $91,726 | $82,883.44 | -$8,842.56 | -9.64% |
David Vollmer PFS Partners, LLC | 375 | $4,098.98 | $2,355 | -$1,743.98 | -42.55% |
Amir Har-El Savvy Advisors, Inc. | 13,340 | $92,710 | $83,775.2 | -$8,934.8 | -9.64% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 155 | $1,087.79 | $973.4 | -$114.39 | -10.52% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,866 | $19,919 | $17,998.48 | -$1,920.52 | -9.64% |
Curtis Burkholder Bare Financial Services, Inc | 1,145 | $8,641.52 | $7,190.6 | -$1,450.92 | -16.79% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,574 | $12,230.02 | $9,884.72 | -$2,345.3 | -19.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,958 | $75,317.39 | $81,376.24 | $6,058.85 | 8.04% |
Matthew Stead Sachetta, LLC | 2,000 | $3,660 | $12,560 | $8,900 | 243.17% |
Alan Gilmore Private Wealth Management Group, LLC | 1,128 | $6,940.3 | $7,083.84 | $143.54 | 2.07% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 464,719 | $976,149.31 | $2.92M | $1.94M | 198.97% |
Ashley Meredith Abel Hall, LLC | 55,033 | $396,570.91 | $345,607.24 | -$50,963.67 | -12.85% |