| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 28 | $15,424.75 | $14,688.52 | -$736.23 | -4.77% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,732 | $1.1M | $1.45M | $351,921.82 | 31.91% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,109 | $772,648.78 | $583,988.31 | -$188,660.47 | -24.42% |
Syon Capital LLC SYON CAPITAL LLC | 3,868 | $2.89M | $2.04M | -$847,543.86 | -29.32% |
Florian Peters denkapparat Operations GmbH | 554 | $254,358 | $291,888.75 | $37,530.75 | 14.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,529 | $769,504.58 | $811,073.34 | $41,568.76 | 5.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,175 | $3.88M | $3.81M | -$70,192.04 | -1.81% |
Charles Corkery PUREfi Wealth, LLC | 691 | $377,328.06 | $367,857.3 | -$9,470.76 | -2.51% |
Benj Foor Frazier Financial Advisors, LLC | 30 | $8,415.98 | $15,679.2 | $7,263.22 | 86.3% |
Amir Har-El Savvy Advisors, Inc. | 6,995 | $3.54M | $3.72M | $175,593.71 | 4.96% |
Ann Keitner Quantum Portfolio Management LLC | 1,038 | $565,369.85 | $543,917.19 | -$21,452.66 | -3.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11 | $5,078.36 | $5,771.75 | $693.39 | 13.65% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 465 | $213,984.63 | $243,641.41 | $29,656.78 | 13.86% |
Darin Sadow Freestone Grove Partners LP | 817 | $396,171.48 | $432,258.36 | $36,086.88 | 9.11% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $7,898.33 | $6,400.44 | -$1,497.89 | -18.96% |
Keisuke Ichihara Rakuten Securities, Inc. | 110 | $60,412.38 | $58,360.5 | -$2,051.88 | -3.4% |
Joshua Stipcich Tidemark, LLC | 27 | $5,976.7 | $14,254.65 | $8,277.95 | 138.5% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 8 | $4,645.6 | $4,230.48 | -$415.12 | -8.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,261 | $775,865.12 | $660,713.59 | -$115,151.53 | -14.84% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 45 | $21,916.9 | $24,001.65 | $2,084.75 | 9.51% |