| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 14,947 | $1.08M | $1.22M | $144,880.33 | 13.43% |
Nemes Rush Group LLC Nemes Rush Group LLC | 51 | $3,945 | $4,173.84 | $228.84 | 5.8% |
Scott Kapusta First County Bank /CT/ | 8,588 | $543,975.84 | $702,841.92 | $158,866.08 | 29.2% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,627 | $377,466.86 | $460,513.68 | $83,046.82 | 22% |
Thomas Dobbins New Republic Capital, LLC | 2,948 | $230,924 | $241,264.32 | $10,340.32 | 4.48% |
John Hayes LongView Wealth Management | 3,532 | $243,355.06 | $289,058.88 | $45,703.82 | 18.78% |
Peter Sigismondi Ramirez Asset Management, Inc. | 74,169 | $5.51M | $6.07M | $562,339.4 | 10.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,604 | $408,080.05 | $458,631.36 | $50,551.31 | 12.39% |
Marilou Davido WFA Asset Management Corp | 631 | $45,092.62 | $51,641.04 | $6,548.42 | 14.52% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 101,742 | $7.76M | $8.33M | $568,877.82 | 7.33% |
NICOLE MARTIN Arlington Trust Co LLC | 22 | $1,861 | $1,800.48 | -$60.52 | -3.25% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,256 | $1.53M | $1.9M | $371,981.51 | 24.29% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 549 | $42,466 | $44,930.16 | $2,464.16 | 5.8% |
Syon Capital LLC SYON CAPITAL LLC | 16,482 | $1.16M | $1.35M | $193,207.4 | 16.72% |
Kevin Bresler TD Waterhouse Canada Inc. | 20,112 | $1.72M | $1.65M | -$73,458.64 | -4.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,416 | $921,502.4 | $1.02M | $94,623.04 | 10.27% |
James Rankin Modern Wealth Management, LLC | 3,281 | $284,954 | $268,517.04 | -$16,436.96 | -5.77% |
Benj Foor Frazier Financial Advisors, LLC | 4 | $339 | $327.36 | -$11.64 | -3.43% |
Amir Har-El Savvy Advisors, Inc. | 6,554 | $423,628.81 | $536,379.36 | $112,750.55 | 26.62% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,134 | $74,787.36 | $92,806.56 | $18,019.2 | 24.09% |