| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marilou Davido WFA Asset Management Corp | 354 | $19,772.56 | $49,206 | $29,433.44 | 148.86% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,328 | $219,705 | $188,351.83 | -$31,353.17 | -14.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 721 | $79,050.48 | $98,877.94 | $19,827.46 | 25.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,555 | $1.8M | $2.41M | $608,460.7 | 33.82% |
Mark Weber DecisionMap Wealth Management, LLC | 1,375 | $227,394 | $192,891.87 | -$34,502.13 | -15.17% |
Amir Har-El Savvy Advisors, Inc. | 2,158 | $231,550.67 | $302,443.7 | $70,893.03 | 30.62% |
Ann Keitner Quantum Portfolio Management LLC | 8,429 | $1.01M | $1.16M | $150,527.89 | 14.93% |
Kent Keister Bear Mountain Capital, Inc. | 25 | $2,682.5 | $3,478.37 | $795.87 | 29.67% |
Joshua Stipcich Tidemark, LLC | 89 | $7,243.37 | $12,471.57 | $5,228.2 | 72.18% |
Andrea Butler Sequent Planning LLC | 3,122 | $341,915.21 | $432,990.18 | $91,074.97 | 26.64% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 551 | $50,590 | $77,239.18 | $26,649.18 | 52.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 102 | $11,301 | $14,466.66 | $3,165.66 | 28.01% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,279 | $249,756.73 | $317,236.8 | $67,480.07 | 27.02% |
Matthew Stead Sachetta, LLC | 51 | $2,786.88 | $7,156.06 | $4,369.18 | 156.78% |
Chandler te Velde Maia Wealth LLC | 1,210 | $200,086 | $167,603.15 | -$32,482.85 | -16.23% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,153 | $676,222.34 | $706,373.24 | $30,150.9 | 4.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,427 | $235,925 | $196,383.74 | -$39,541.26 | -16.76% |
Jonathan Chatfield LM Advisors LLC | 1,645 | $268,000 | $228,589.36 | -$39,410.64 | -14.71% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,364 | $390,958 | $327,236.7 | -$63,721.3 | -16.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,248 | $371,775 | $319,081.12 | -$52,693.88 | -14.17% |