| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric J. Kemnitz Polymer Capital Management USS) LLC | 20,297 | $219,816.38 | $230,776.89 | $10,960.51 | 4.99% |
Jishnu Guha PICKERING ENERGY PARTNERS LP | 31,500 | $324,805 | $358,155 | $33,350 | 10.27% |
| AA Andrew Alkon EntryPoint Capital, LLC | 31,081 | $312,985.67 | $342,512.62 | $29,526.95 | 9.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,364 | $40,595.92 | $45,734.72 | $5,138.8 | 12.66% |
Mathieu Cornu Pictet Asset Management Holding SA | 475,726 | $5.21M | $4.99M | -$226,509.34 | -4.35% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 15 | $151.05 | $157.2 | $6.15 | 4.07% |
NICOLE MARTIN Arlington Trust Co LLC | 81 | $877 | $848.88 | -$28.12 | -3.21% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 43,347 | $243,387.51 | $454,276.56 | $210,889.05 | 86.65% |
Ann Keitner Quantum Portfolio Management LLC | 7,916 | $64,671.14 | $90,004.92 | $25,333.78 | 39.17% |
Jeff Ramsey Quotient Wealth Partners, LLC | 15,383 | $126,779.76 | $161,213.84 | $34,434.08 | 27.16% |
Taylor Wagner Valued Wealth Advisors LLC | 2,465 | $26,403.02 | $25,833.2 | -$569.82 | -2.16% |
Darin Sadow Freestone Grove Partners LP | 1.61M | $16.48M | $18.28M | $1.8M | 10.91% |
Curtis Burkholder Bare Financial Services, Inc | 317 | $2,112.04 | $3,322.16 | $1,210.12 | 57.3% |
Rob Dainard Hara Capital LLC | 128,654 | $976,064.45 | $1.41M | $437,843.01 | 44.86% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,974 | $50,730.08 | $76,853.48 | $26,123.4 | 51.49% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 27 | $293 | $306.99 | $13.99 | 4.77% |
Amy Taylor Pingora Partners LLC | 134,747 | $880,273.24 | $1.53M | $651,800.15 | 74.05% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 10,089 | $102,220.79 | $111,180.78 | $8,959.99 | 8.77% |
Alan Gilmore Private Wealth Management Group, LLC | 113 | $876.25 | $1,184.24 | $307.99 | 35.15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 38,137 | $311,817.59 | $420,269.74 | $108,452.15 | 34.78% |