| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 363 | $4,095 | $4,866.01 | $771.01 | 18.83% |
Chris Kleine Park Capital Management, LLC / WI | 11,782 | $162,945 | $157,996.62 | -$4,948.38 | -3.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 48,751 | $464,929.14 | $656,432.21 | $191,503.07 | 41.19% |
Syon Capital LLC SYON CAPITAL LLC | 75,886 | $623,224.62 | $1.02M | $393,268.35 | 63.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 71,212 | $892,444.52 | $958,513.52 | $66,069 | 7.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 32,510 | $363,988.86 | $437,584.6 | $73,595.74 | 20.22% |
James Rankin Modern Wealth Management, LLC | 29,737 | $360,463.53 | $399,665.28 | $39,201.75 | 10.88% |
Amir Har-El Savvy Advisors, Inc. | 29,179 | $355,227.09 | $392,603.44 | $37,376.35 | 10.52% |
Ann Keitner Quantum Portfolio Management LLC | 4,312 | $59,506 | $57,823.92 | -$1,682.08 | -2.83% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,862 | $149,897 | $145,659.42 | -$4,237.58 | -2.83% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,067 | $37,526.04 | $108,138.13 | $70,612.09 | 188.17% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 14,034 | $169,852.33 | $190,160.7 | $20,308.37 | 11.96% |
Taylor Wagner Valued Wealth Advisors LLC | 925 | $3,829.5 | $12,404.25 | $8,574.75 | 223.91% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,585 | $146,073 | $143,426.75 | -$2,646.25 | -1.81% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 20,625 | $253,541 | $279,468.75 | $25,927.75 | 10.23% |
Anthony Blagrove Traveka Wealth, LLC | 35,204 | $167,973.53 | $477,014.2 | $309,040.67 | 183.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 160,444 | $1.1M | $2.15M | $1.06M | 96.27% |
Matthew Stead Sachetta, LLC | 2,014 | $8,434.03 | $26,997.67 | $18,563.64 | 220.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 968 | $11,774.76 | $13,029.28 | $1,254.52 | 10.65% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 100 | $1,048 | $1,341 | $293 | 27.96% |