| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $469 | $607.77 | $138.77 | 29.59% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 10,813 | $1.05M | $953,274.08 | -$94,405.8 | -9.01% |
NICOLE MARTIN Arlington Trust Co LLC | 197 | $18,882 | $16,575.58 | -$2,306.42 | -12.21% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,978 | $123,625.86 | $171,413.48 | $47,787.62 | 38.66% |
Syon Capital LLC SYON CAPITAL LLC | 2,371 | $238,878.84 | $207,201.69 | -$31,677.15 | -13.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 244,362 | $19.57M | $21.29M | $1.72M | 8.8% |
Melissa S. Kampmann Kampmann Melissa S. | 23,902 | $2.4M | $2.02M | -$382,074.27 | -15.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,880 | $1.14M | $947,974.4 | -$188,041.97 | -16.55% |
Benj Foor Frazier Financial Advisors, LLC | 77 | $5,151 | $6,498.03 | $1,347.03 | 26.15% |
Taylor Wagner Valued Wealth Advisors LLC | 108 | $7,224.12 | $9,106.02 | $1,881.9 | 26.05% |
Darin Sadow Freestone Grove Partners LP | 139,583 | $15.14M | $12.25M | -$2.89M | -19.09% |
Curtis Burkholder Bare Financial Services, Inc | 161 | $16,826.61 | $14,027.93 | -$2,798.68 | -16.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,942 | $169,276.8 | $170,546.44 | $1,269.64 | 0.75% |
Alan Gilmore Private Wealth Management Group, LLC | 41 | $3,930 | $3,572.33 | -$357.67 | -9.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 12,223 | $1.08M | $1.06M | -$12,248.71 | -1.14% |
Angela Pompian Sunpointe, LLC | 4,274 | $385,557.62 | $363,204.52 | -$22,353.1 | -5.8% |
Nitin Kumbhani Accent Capital Management, LLC | 81 | $8,785.26 | $6,885 | -$1,900.26 | -21.63% |
Douglas E. Morisoli Fairman Group, LLC | 103 | $11,161 | $8,725.13 | -$2,435.87 | -21.82% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 456 | $49,373 | $38,447.64 | -$10,925.36 | -22.13% |
Ian Jameson American Capital Advisory, LLC | 3 | $319 | $264.9 | -$54.1 | -16.96% |