| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,806 | $1.47M | $1.74M | $270,669.84 | 18.47% |
Syon Capital LLC SYON CAPITAL LLC | 8,759 | $708,393.54 | $805,959.38 | $97,565.84 | 13.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,904 | $427,244.04 | $453,178.64 | $25,934.6 | 6.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,910 | $1.68M | $2.39M | $716,877.42 | 42.74% |
Amir Har-El Savvy Advisors, Inc. | 3,020 | $269,956 | $279,168.8 | $9,212.8 | 3.41% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,838 | $208,028.8 | $262,089.3 | $54,060.5 | 25.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 38 | $2,628.43 | $3,498.28 | $869.85 | 33.09% |
Taylor Wagner Valued Wealth Advisors LLC | 29 | $1,982.22 | $2,674.38 | $692.16 | 34.92% |
Darin Sadow Freestone Grove Partners LP | 548,830 | $44.52M | $50.44M | $5.92M | 13.3% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,975 | $179,749.5 | $370,390.5 | $190,641 | 106.06% |
Curtis Burkholder Bare Financial Services, Inc | 37 | $3,200.85 | $3,419.17 | $218.32 | 6.82% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $77.78 | $92.22 | $14.44 | 18.57% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 241 | $19,463 | $22,126.21 | $2,663.21 | 13.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,883 | $218,215.97 | $263,679.18 | $45,463.21 | 20.83% |
Matthew Stead Sachetta, LLC | 233 | $16,057.37 | $21,445.32 | $5,387.95 | 33.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 713 | $52,071.9 | $65,888.33 | $13,816.43 | 26.53% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 250 | $11,305 | $23,101.25 | $11,796.25 | 104.35% |
Amber Baker NDVR, Inc. | 3,488 | $195,281.19 | $322,326.08 | $127,044.89 | 65.06% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,392 | $255,558.63 | $313,251.2 | $57,692.57 | 22.58% |
Alan Gilmore Private Wealth Management Group, LLC | 256 | $11,576.78 | $23,656.96 | $12,080.18 | 104.35% |