| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 35 | $2,317.92 | $2,532.95 | $215.03 | 9.28% |
Kevin Orr Centennial Bank/AR/ | 200 | $13,908.31 | $14,563 | $654.69 | 4.71% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 43,797 | $3.55M | $3.17M | -$377,617.22 | -10.64% |
NICOLE MARTIN Arlington Trust Co LLC | 68 | $4,105 | $4,953.12 | $848.12 | 20.66% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,617 | $820,800.14 | $767,502.93 | -$53,297.21 | -6.49% |
Syon Capital LLC SYON CAPITAL LLC | 21,247 | $1.5M | $1.53M | $32,028.16 | 2.14% |
Florian Peters denkapparat Operations GmbH | 8,874 | $722,077 | $646,071.57 | -$76,005.43 | -10.53% |
Kevin Bresler TD Waterhouse Canada Inc. | 183,135 | $12.66M | $13.29M | $634,531.57 | 5.01% |
| AK Alisha Kamadia United Community Bank | 1,850 | $129,850.61 | $134,217.5 | $4,366.89 | 3.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,506 | $981,928.47 | $1.05M | $70,917.01 | 7.22% |
Robert Shea NEOS Investment Management LLC | 32,769 | $2.29M | $2.38M | $94,999.22 | 4.15% |
KKM Financial LLC KKM Financial LLC | 104,516 | $7.57M | $7.69M | $111,818.49 | 1.48% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,994 | $335,256 | $291,422.21 | -$43,833.79 | -13.07% |
Amir Har-El Savvy Advisors, Inc. | 5,972 | $403,567.44 | $432,671.4 | $29,103.96 | 7.21% |
Ann Keitner Quantum Portfolio Management LLC | 1,530 | $124,496 | $111,154.5 | -$13,341.5 | -10.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 75 | $6,103 | $5,451.75 | -$651.25 | -10.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 639 | $43,197.65 | $46,289.16 | $3,091.51 | 7.16% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,033 | $1.03M | $1.09M | $59,450 | 5.76% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $70.36 | $72.87 | $2.51 | 3.57% |
Joshua Stipcich Tidemark, LLC | 3 | $181 | $215.7 | $34.7 | 19.17% |