| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,240 | $219,046 | $191,220.4 | -$27,825.6 | -12.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,458 | $1.4M | $2.42M | $1.02M | 73.19% |
| AK Alisha Kamadia United Community Bank | 463 | $81,789 | $72,211.79 | -$9,577.21 | -11.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,932 | $654,566.73 | $771,512.76 | $116,946.03 | 17.87% |
James Rankin Modern Wealth Management, LLC | 196,588 | $32.57M | $30.33M | -$2.24M | -6.87% |
KKM Financial LLC KKM Financial LLC | 3,727 | $350,091.58 | $586,787.45 | $236,695.87 | 67.61% |
Amir Har-El Savvy Advisors, Inc. | 4,320 | $571,915.21 | $666,619.2 | $94,703.99 | 16.56% |
Joshua Stipcich Tidemark, LLC | 8,840 | $1.38M | $1.36M | -$18,888.36 | -1.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 180 | $25,504 | $27,678.6 | $2,174.6 | 8.53% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,768 | $277,936.05 | $276,568.22 | -$1,367.83 | -0.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 442 | $69,804.95 | $67,732.08 | -$2,072.87 | -2.97% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,026 | $347,900 | $476,700.91 | $128,800.91 | 37.02% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 10,996 | $1.75M | $1.72M | -$31,473.03 | -1.8% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 19,989 | $2.2M | $3.12M | $919,153.98 | 41.76% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 645 | $62,752.53 | $100,736.1 | $37,983.57 | 60.53% |
Margaret Nickens Elm3 Financial Group, LLC | 6,981 | $911,008.49 | $1.1M | $186,893.38 | 20.51% |
Kelly Richert Clayton Financial Group LLC | 4 | $619 | $625.7 | $6.7 | 1.08% |
Jonathan Chatfield LM Advisors LLC | 6,000 | $979,971.53 | $939,060 | -$40,911.53 | -4.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,897 | $426,072.55 | $449,991.01 | $23,918.46 | 5.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,868 | $477,056.54 | $447,637.44 | -$29,419.1 | -6.17% |