| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,445 | $1.04M | $1.87M | $825,388.6 | 79.35% |
Florian Peters denkapparat Operations GmbH | 1,582 | $474,023.35 | $850,688.86 | $376,665.51 | 79.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,228 | $426,370.25 | $654,671.36 | $228,301.11 | 53.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,852 | $817,591.47 | $987,338.24 | $169,746.77 | 20.76% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,275 | $456,896.49 | $692,427 | $235,530.51 | 51.55% |
Amir Har-El Savvy Advisors, Inc. | 473 | $230,469.63 | $259,227.65 | $28,758.02 | 12.48% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 18 | $5,813.59 | $9,887.67 | $4,074.08 | 70.08% |
Taylor Wagner Valued Wealth Advisors LLC | 21 | $12,248.43 | $11,195.52 | -$1,052.91 | -8.6% |
Darin Sadow Freestone Grove Partners LP | 1,207 | $628,711.24 | $663,126.28 | $34,415.04 | 5.47% |
Curtis Burkholder Bare Financial Services, Inc | 28 | $12,296.85 | $15,162.28 | $2,865.43 | 23.3% |
Keisuke Ichihara Rakuten Securities, Inc. | 21 | $11,378 | $11,195.52 | -$182.48 | -1.6% |
Joshua Stipcich Tidemark, LLC | 50 | $14,368.12 | $27,513 | $13,144.88 | 91.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 341 | $142,753.93 | $184,654.91 | $41,900.98 | 29.35% |
Matthew Stead Sachetta, LLC | 36 | $15,233.56 | $19,778.76 | $4,545.2 | 29.84% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 12 | $7,116 | $6,498.12 | -$617.88 | -8.68% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,950 | $587,059.35 | $1.04M | $454,552.65 | 77.43% |
Amber Baker NDVR, Inc. | 616 | $260,274.5 | $333,570.17 | $73,295.67 | 28.16% |
Alan Gilmore Private Wealth Management Group, LLC | 27 | $7,713.29 | $14,620.77 | $6,907.48 | 89.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,129 | $1.49M | $2.78M | $1.28M | 86.06% |
Angela Mari Abich Financial Wealth Management LLC | 104 | $43,171.52 | $55,441.88 | $12,270.36 | 28.42% |