| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 374 | $8,494 | $10,071.82 | $1,577.82 | 18.58% |
Mitch S Zides Constant Guidance Financial LLC | 8,203 | $203,016.15 | $220,947.8 | $17,931.65 | 8.83% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 14,505 | $348,695.98 | $390,909.75 | $42,213.77 | 12.11% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 56,294 | $1.27M | $1.52M | $251,185.96 | 19.78% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 21,224 | $455,421.98 | $573,048 | $117,626.02 | 25.83% |
Syon Capital LLC SYON CAPITAL LLC | 16,113 | $356,097 | $433,600.83 | $77,503.83 | 21.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 21,658 | $544,100.07 | $583,249.94 | $39,149.87 | 7.2% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,309 | $27,046.46 | $35,637.52 | $8,591.06 | 31.76% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 11,066 | $301,991 | $299,003.32 | -$2,987.68 | -0.99% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 608,563 | $11.84M | $16.57M | $4.72M | 39.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 180,044 | $4.1M | $4.85M | $753,562.27 | 18.4% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 581,868 | $11.43M | $15.73M | $4.31M | 37.69% |
Mark Weber DecisionMap Wealth Management, LLC | 26,870 | $502,940.62 | $730,998.35 | $228,057.73 | 45.34% |
Riley Stephenson Stephenson & Company, Inc. | 9,207 | $170,145.36 | $247,530.19 | $77,384.83 | 45.48% |
James Rankin Modern Wealth Management, LLC | 2.08M | $48.02M | $56.09M | $8.08M | 16.82% |
Joseph C. Gissy Tactive Advisors, LLC | 95,055 | $2.16M | $2.57M | $410,464.34 | 18.99% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 33,353 | $683,943.9 | $903,532.77 | $219,588.87 | 32.11% |
Menachem Striks Morton Capital Management LLC/CA | 9,943 | $249,187.09 | $270,649.45 | $21,462.36 | 8.61% |
David Vollmer PFS Partners, LLC | 1,320 | $30,730 | $35,587.07 | $4,857.07 | 15.81% |
Benj Foor Frazier Financial Advisors, LLC | 989 | $24,078.58 | $26,658.49 | $2,579.91 | 10.71% |