| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 46 | $2,873.18 | $4,215.44 | $1,342.26 | 46.72% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 28,279 | $2.55M | $2.59M | $44,613.88 | 1.75% |
NICOLE MARTIN Arlington Trust Co LLC | 679 | $53,919.86 | $62,223.56 | $8,303.7 | 15.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,114 | $1.39M | $1.66M | $273,229.5 | 19.7% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 333 | $20,574.06 | $30,516.12 | $9,942.06 | 48.32% |
Syon Capital LLC SYON CAPITAL LLC | 7,554 | $572,405.37 | $692,248.56 | $119,843.19 | 20.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 31,844 | $2.82M | $2.92M | $95,980.8 | 3.4% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,726 | $586,693.47 | $616,370.64 | $29,677.17 | 5.06% |
| AK Alisha Kamadia United Community Bank | 1,313 | $112,993.92 | $120,323.32 | $7,329.4 | 6.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,336 | $2.36M | $2.87M | $508,062.8 | 21.5% |
Robert Shea NEOS Investment Management LLC | 64,106 | $5.19M | $5.87M | $686,620.19 | 13.23% |
James Rankin Modern Wealth Management, LLC | 6,835 | $581,976 | $626,359.4 | $44,383.4 | 7.63% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 19,925 | $1.85M | $1.83M | -$21,256.98 | -1.15% |
Amir Har-El Savvy Advisors, Inc. | 3,653 | $322,191.85 | $334,760.92 | $12,569.07 | 3.9% |
Ann Keitner Quantum Portfolio Management LLC | 7,144 | $692,391.47 | $654,676.16 | -$37,715.31 | -5.45% |
Owen McCabe Tyche Wealth Partners LLC | 6,225 | $597,950.92 | $570,459 | -$27,491.92 | -4.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,131 | $259,178.73 | $378,564.84 | $119,386.11 | 46.06% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 15,246 | $949,717.98 | $1.4M | $447,425.46 | 47.11% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 285 | $20,323.49 | $26,117.4 | $5,793.91 | 28.51% |
Jonathon Gold Gold Investment Management Ltd. | 39,504 | $2.58M | $3.62M | $1.04M | 40.3% |