| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 93 | $545 | $509.17 | -$35.83 | -6.57% |
Alexandra Stickelman Root Financial Partners, LLC | 12,518 | $53,693.1 | $68,661.23 | $14,968.13 | 27.88% |
Staci Compagno Portside Wealth Group, LLC | 54,931 | $271,084.06 | $300,197.91 | $29,113.85 | 10.74% |
Courtney Holt Compound Planning, Inc. | 415,779 | $1.83M | $2.28M | $453,341.7 | 24.84% |
Nemes Rush Group LLC Nemes Rush Group LLC | 812 | $4,304 | $4,470.06 | $166.06 | 3.86% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 17,949 | $50,250.55 | $99,796.44 | $49,545.89 | 98.6% |
Thomas Dobbins New Republic Capital, LLC | 25,826 | $136,529.7 | $141,655.61 | $5,125.91 | 3.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 109,376 | $542,576.04 | $598,286.72 | $55,710.68 | 10.27% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1.73M | $5.75M | $9.47M | $3.72M | 64.59% |
NICOLE MARTIN Arlington Trust Co LLC | 140 | $704 | $767.9 | $63.9 | 9.08% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 53,421 | $197,210.82 | $292,747.08 | $95,536.26 | 48.44% |
Syon Capital LLC SYON CAPITAL LLC | 139,960 | $344,989.3 | $765,581.2 | $420,591.9 | 121.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 1.49M | $7.78M | $8.19M | $404,486.1 | 5.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,977 | $216,877.49 | $279,353.96 | $62,476.47 | 28.81% |
James Rankin Modern Wealth Management, LLC | 12,927 | $75,365 | $70,775.32 | -$4,589.68 | -6.09% |
Amir Har-El Savvy Advisors, Inc. | 33,024 | $116,928.47 | $181,136.64 | $64,208.17 | 54.91% |
Ann Keitner Quantum Portfolio Management LLC | 59,407 | $298,816.86 | $324,956.29 | $26,139.43 | 8.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 11,793 | $68,751 | $64,684.6 | -$4,066.4 | -5.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 19,264 | $46,838.12 | $105,277.76 | $58,439.64 | 124.77% |
Jeffrey McGrath Cetera Trust Company, N.A | 99,725 | $245,779.91 | $546,991.62 | $301,211.71 | 122.55% |