| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 8,406 | $1.63M | $1.62M | -$5,736.2 | -0.35% |
Nemes Rush Group LLC Nemes Rush Group LLC | 66 | $13,117.45 | $12,703.68 | -$413.77 | -3.15% |
John Shanley Aspect Partners, LLC | 58 | $10,636 | $11,284.48 | $648.48 | 6.1% |
Thomas Dobbins New Republic Capital, LLC | 1,503 | $321,697.82 | $292,791.91 | -$28,905.91 | -8.99% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1,175 | $162,036.57 | $225,564.75 | $63,528.18 | 39.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,043 | $2.36M | $2.27M | -$91,546.99 | -3.87% |
David Skalicky INSPIRE TRUST CO, N.A. | 35,000 | $6.71M | $6.73M | $24,727.72 | 0.37% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 77,642 | $16.23M | $14.96M | -$1.28M | -7.87% |
NICOLE MARTIN Arlington Trust Co LLC | 62 | $12,778 | $12,037.61 | -$740.39 | -5.79% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,215 | $460,810.98 | $425,523.65 | -$35,287.33 | -7.66% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 3,493 | $676,664.32 | $658,779.83 | -$17,884.49 | -2.64% |
Syon Capital LLC SYON CAPITAL LLC | 3,683 | $710,677.88 | $708,701.27 | -$1,976.61 | -0.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 7,134 | $1.32M | $1.39M | $63,542.06 | 4.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,695 | $570,899.97 | $524,473.95 | -$46,426.02 | -8.13% |
James Rankin Modern Wealth Management, LLC | 1,250 | $250,989.92 | $240,843.75 | -$10,146.17 | -4.04% |
Amir Har-El Savvy Advisors, Inc. | 1,488 | $298,202.39 | $286,544.16 | -$11,658.23 | -3.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 542 | $99,927.79 | $104,307.9 | $4,380.11 | 4.38% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,240 | $410,481.71 | $436,262.4 | $25,780.69 | 6.28% |
Jonathon Gold Gold Investment Management Ltd. | 18,093 | $3.3M | $3.55M | $250,435.97 | 7.58% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,223 | $205,978 | $238,472.77 | $32,494.77 | 15.78% |