| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel de la Torre Canada Post Corp Registered Pension Plan | 6,119 | $346,370.45 | $351,414.17 | $5,043.72 | 1.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,468 | $1.14M | $1.12M | -$25,905.68 | -2.26% |
Mathieu Cornu Pictet Asset Management Holding SA | 137,066 | $7.17M | $7.87M | $706,864.82 | 9.86% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 33 | $1,908.11 | $1,895.19 | -$12.92 | -0.68% |
Kevin Orr Centennial Bank/AR/ | 200 | $11,897.56 | $11,486 | -$411.56 | -3.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 117,331 | $6.55M | $6.74M | $191,865.34 | 2.93% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,207 | $328,652.48 | $299,038.01 | -$29,614.47 | -9.01% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 420 | $24,594.05 | $24,120.6 | -$473.45 | -1.93% |
Syon Capital LLC SYON CAPITAL LLC | 18,750 | $1.1M | $1.08M | -$24,007.17 | -2.18% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,049 | $151,755.11 | $117,674.07 | -$34,081.04 | -22.46% |
| AK Alisha Kamadia United Community Bank | 415 | $22,432.66 | $23,833.45 | $1,400.79 | 6.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,005 | $298,917.57 | $287,437.15 | -$11,480.42 | -3.84% |
Robert Shea NEOS Investment Management LLC | 45,170 | $2.58M | $2.59M | $15,515.37 | 0.6% |
Teresa Douberly Burford Brothers, Inc. | 12,390 | $722,468.6 | $711,557.7 | -$10,910.9 | -1.51% |
James Rankin Modern Wealth Management, LLC | 8,658 | $486,955.8 | $497,228.94 | $10,273.14 | 2.11% |
Angela Kelley HTLF Bank | 3,921 | $210,753.25 | $225,183.03 | $14,429.78 | 6.85% |
Amir Har-El Savvy Advisors, Inc. | 4,450 | $250,452.22 | $255,563.5 | $5,111.28 | 2.04% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 11 | $646.02 | $631.73 | -$14.29 | -2.21% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 243 | $15,569 | $13,955.49 | -$1,613.51 | -10.36% |
Taylor Wagner Valued Wealth Advisors LLC | 10 | $596.15 | $574.3 | -$21.85 | -3.67% |