| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn Scholz Impact Partnership Wealth, LLC | 1,796 | $510,426 | $499,916.62 | -$10,509.38 | -2.06% |
Thomas Healy PFW Advisors LLC | 1,263 | $165,089.17 | $351,556.05 | $186,466.88 | 112.95% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,531 | $689,600.04 | $716,247.69 | $26,647.65 | 3.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 471 | $130,768.45 | $130,876.77 | $108.32 | 0.08% |
Mathieu Cornu Pictet Asset Management Holding SA | 5,062 | $1.07M | $1.42M | $352,695.34 | 32.95% |
Ryan Payne Payne Capital Management, LLC | 720 | $204,624 | $201,427.2 | -$3,196.8 | -1.56% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 10 | $2,286.33 | $2,795.45 | $509.12 | 22.27% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,244 | $345,448.59 | $348,046.32 | $2,597.73 | 0.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,797 | $1.55M | $1.62M | $70,362.97 | 4.53% |
Syon Capital LLC SYON CAPITAL LLC | 1,760 | $467,924.86 | $495,932.8 | $28,007.94 | 5.99% |
Florian Peters denkapparat Operations GmbH | 2,874 | $815,979.49 | $799,977.93 | -$16,001.56 | -1.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,872 | $2.02M | $2.21M | $193,817.53 | 9.6% |
| AK Alisha Kamadia United Community Bank | 599 | $112,336.81 | $166,731.66 | $54,394.85 | 48.42% |
James Rankin Modern Wealth Management, LLC | 724 | $205,791 | $203,263 | -$2,528 | -1.23% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,156 | $312,649.99 | $321,772.6 | $9,122.61 | 2.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8 | $1,646 | $2,251.6 | $605.6 | 36.79% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $3,059.95 | $3,373.2 | $313.25 | 10.24% |
Darin Sadow Freestone Grove Partners LP | 1,921 | $481,172.38 | $540,165.99 | $58,993.61 | 12.26% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 763 | $216,845 | $214,834.09 | -$2,010.91 | -0.93% |
Curtis Burkholder Bare Financial Services, Inc | 9 | $2,355.67 | $2,530.44 | $174.77 | 7.42% |