| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 7 | $956.29 | $1,272.67 | $316.38 | 33.08% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,657 | $462,723.71 | $483,069.17 | $20,345.46 | 4.4% |
NICOLE MARTIN Arlington Trust Co LLC | 76 | $15,325 | $13,817.56 | -$1,507.44 | -9.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,631 | $1.65M | $1.75M | $96,035.05 | 5.8% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,105 | $226,969.55 | $200,900.05 | -$26,069.5 | -11.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 69 | $13,921.88 | $12,544.89 | -$1,376.99 | -9.89% |
| MC Megan Claucherty Kodai Capital Management LP | 131,537 | $17.66M | $23.91M | $6.25M | 35.39% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 110,783 | $10.34M | $20.14M | $9.8M | 94.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,866 | $352,438.63 | $339,257.46 | -$13,181.17 | -3.74% |
Robert Shea NEOS Investment Management LLC | 10,386 | $1.89M | $1.97M | $73,545.57 | 3.88% |
Charles Corkery PUREfi Wealth, LLC | 1,473 | $296,530 | $267,806.13 | -$28,723.87 | -9.69% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,405 | $207,816 | $437,253.05 | $229,437.05 | 110.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 39 | $7,851 | $7,090.59 | -$760.41 | -9.69% |
Darin Sadow Freestone Grove Partners LP | 1,863 | $375,041 | $374,984.64 | -$56.36 | -0.02% |
Sam Tedawes Quantessence Capital LLC | 1,799 | $362,157 | $362,102.72 | -$54.28 | -0.01% |
Joshua Stipcich Tidemark, LLC | 9 | $1,826.25 | $1,679.22 | -$147.03 | -8.05% |
Christy Clarin Portfolio Design Labs, LLC | 1,053 | $212,661.44 | $199,459.26 | -$13,202.18 | -6.21% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 318 | $59,842.35 | $62,054.52 | $2,212.17 | 3.7% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,482 | $299,304.2 | $269,442.42 | -$29,861.78 | -9.98% |
Matthew Stead Sachetta, LLC | 15 | $3,027.33 | $2,727.15 | -$300.18 | -9.92% |