| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 176 | $14,680.34 | $15,155.36 | $475.02 | 3.24% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,554 | $197,935.12 | $219,924.94 | $21,989.82 | 11.11% |
Courtney Holt Compound Planning, Inc. | 5,306 | $365,481.9 | $456,899.66 | $91,417.76 | 25.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 15 | $1,163 | $1,399.95 | $236.95 | 20.37% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 179 | $8,538.56 | $15,413.69 | $6,875.13 | 80.52% |
Annmarie Young KPP Advisory Services LLC | 3,194 | $189,851.97 | $275,035.34 | $85,183.37 | 44.87% |
Norden Group LLC NORDEN GROUP LLC | 2,671 | $238,738 | $229,999.81 | -$8,738.19 | -3.66% |
Robert Green LECAP ASSET MANAGEMENT LTD | 15,574 | $1.18M | $1.34M | $161,631.6 | 13.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,804 | $489,024.9 | $585,892.44 | $96,867.54 | 19.81% |
Mathieu Cornu Pictet Asset Management Holding SA | 25,706 | $1.41M | $2.21M | $802,655.12 | 56.89% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 53 | $2,518.19 | $4,563.83 | $2,045.64 | 81.23% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 12,955 | $921,145.69 | $1.12M | $194,409.36 | 21.11% |
NICOLE MARTIN Arlington Trust Co LLC | 21 | $1,534 | $1,808.31 | $274.31 | 17.88% |
Chris Kleine Park Capital Management, LLC / WI | 3,959 | $353,951 | $340,909.49 | -$13,041.51 | -3.68% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,806 | $1.47M | $1.62M | $154,072.64 | 10.51% |
Syon Capital LLC SYON CAPITAL LLC | 8,759 | $708,393.54 | $817,477.47 | $109,083.93 | 15.4% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,904 | $427,244.04 | $422,283.44 | -$4,960.6 | -1.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,694 | $1.66M | $2.21M | $554,354.75 | 33.43% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,791 | $203,827 | $240,333.01 | $36,506.01 | 17.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 38 | $2,628.43 | $3,272.18 | $643.75 | 24.49% |