| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 8,550 | $1.08M | $1.44M | $351,989.89 | 32.47% |
Marilou Davido WFA Asset Management Corp | 992 | $89,335.86 | $166,626.24 | $77,290.38 | 86.52% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,339 | $231,701 | $224,911.83 | -$6,789.17 | -2.93% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,105 | $273,039.44 | $341,894.1 | $68,854.66 | 25.22% |
Syon Capital LLC SYON CAPITAL LLC | 14,381 | $1.8M | $2.51M | $714,131.93 | 39.72% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,650 | $604,880.94 | $613,090.5 | $8,209.56 | 1.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 37,689 | $5.2M | $6.33M | $1.13M | 21.79% |
James Rankin Modern Wealth Management, LLC | 1,443 | $216,688 | $252,063.23 | $35,375.23 | 16.33% |
Amir Har-El Savvy Advisors, Inc. | 1,406 | $243,264 | $236,165.82 | -$7,098.18 | -2.92% |
United Advisor Group LLC United Advisor Group, LLC | 3,112 | $384,887.4 | $522,722.64 | $137,835.24 | 35.81% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,658 | $286,900 | $278,494.26 | -$8,405.74 | -2.93% |
Donald Hatcher Solutions 4 Wealth, Ltd | 2,824 | $488,665 | $474,347.28 | -$14,317.72 | -2.93% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 5,156 | $622,557.87 | $866,053.32 | $243,495.45 | 39.11% |
Julie Beswick Advantage Trust Co | 3,615 | $427,156.76 | $607,211.55 | $180,054.79 | 42.15% |
Keisuke Ichihara Rakuten Securities, Inc. | 107 | $18,515.27 | $18,435.03 | -$80.24 | -0.43% |
Andrea Butler Sequent Planning LLC | 2,437 | $315,675.97 | $425,695.14 | $110,019.17 | 34.85% |
Rob Dainard Hara Capital LLC | 126 | $16,602.6 | $21,428.82 | $4,826.22 | 29.07% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 100 | $15,013 | $16,797 | $1,784 | 11.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 246 | $38,296.65 | $42,383.34 | $4,086.69 | 10.67% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 2,502 | $433,235.57 | $420,260.94 | -$12,974.63 | -2.99% |