| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Norden Group LLC NORDEN GROUP LLC | 24,076 | $252,316.78 | $328,998.54 | $76,681.76 | 30.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 77,160 | $811,346.93 | $1.05M | $234,171.07 | 28.86% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1.47M | $9.45M | $19.87M | $10.43M | 110.4% |
NICOLE MARTIN Arlington Trust Co LLC | 363 | $4,095 | $4,954.95 | $859.95 | 21% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 50,203 | $472,334.34 | $687,028.05 | $214,693.71 | 45.45% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,068 | $24,248.17 | $28,300.58 | $4,052.41 | 16.71% |
Syon Capital LLC SYON CAPITAL LLC | 73,952 | $596,535.41 | $1.01M | $415,497.71 | 69.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 43,979 | $515,873.69 | $601,852.61 | $85,978.92 | 16.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 30,206 | $332,193.09 | $413,369.11 | $81,176.02 | 24.44% |
James Rankin Modern Wealth Management, LLC | 23,961 | $280,755.43 | $327,906.28 | $47,150.85 | 16.79% |
Benj Foor Frazier Financial Advisors, LLC | 96 | $1,126.1 | $1,313.76 | $187.66 | 16.66% |
Amir Har-El Savvy Advisors, Inc. | 21,368 | $247,435.35 | $292,421.08 | $44,985.73 | 18.18% |
CARL LYMANGOOD Petros Family Wealth, LLC | 11,540 | $120,939.31 | $157,924.9 | $36,985.59 | 30.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,335 | $38,635.56 | $114,064.47 | $75,428.91 | 195.23% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 9,451 | $106,607 | $129,336.93 | $22,729.93 | 21.32% |
Taylor Wagner Valued Wealth Advisors LLC | 925 | $3,829.5 | $12,658.62 | $8,829.12 | 230.56% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 12,335 | $139,139 | $168,804.47 | $29,665.47 | 21.32% |
Anthony Blagrove Traveka Wealth, LLC | 35,094 | $166,455.53 | $480,261.39 | $313,805.86 | 188.52% |
Michel Del Buono a16z Perennial Management, L.P. | 23,859 | $257,744.52 | $326,510.41 | $68,765.89 | 26.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 160,444 | $1.1M | $2.19M | $1.09M | 99.71% |