| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Hayes LongView Wealth Management | 1,444 | $249,869.76 | $235,054.32 | -$14,815.44 | -5.93% |
Bradley Harsch Strategic Advocates LLC | 2,398 | $285,887.78 | $386,617.55 | $100,729.77 | 35.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,221 | $1.03M | $1.34M | $303,450.95 | 29.33% |
Marilou Davido WFA Asset Management Corp | 992 | $89,335.86 | $159,518.56 | $70,182.7 | 78.56% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,339 | $231,701 | $217,728.09 | -$13,972.91 | -6.03% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,105 | $273,039.44 | $338,494.52 | $65,455.08 | 23.97% |
Syon Capital LLC SYON CAPITAL LLC | 13,562 | $1.67M | $2.18M | $503,143.46 | 30.04% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,650 | $604,880.94 | $586,628 | -$18,252.94 | -3.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 37,689 | $5.2M | $6.05M | $854,860.49 | 16.45% |
Amir Har-El Savvy Advisors, Inc. | 1,406 | $243,264 | $225,909.05 | -$17,354.95 | -7.13% |
United Advisor Group LLC United Advisor Group, LLC | 3,073 | $379,033.14 | $493,539.16 | $114,506.02 | 30.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,658 | $286,900 | $266,283.09 | -$20,616.91 | -7.19% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 18 | $3,115 | $2,892.15 | -$222.85 | -7.15% |
Donald Hatcher Solutions 4 Wealth, Ltd | 2,824 | $488,665 | $453,548.52 | -$35,116.48 | -7.19% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 5,156 | $622,557.87 | $828,440.3 | $205,882.43 | 33.07% |
Julie Beswick Advantage Trust Co | 3,615 | $427,156.76 | $588,449.7 | $161,292.94 | 37.76% |
Keisuke Ichihara Rakuten Securities, Inc. | 301 | $46,100.94 | $48,308.99 | $2,208.05 | 4.79% |
Andrea Butler Sequent Planning LLC | 2,436 | $315,525.84 | $390,965.82 | $75,439.98 | 23.91% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 1,311 | $226,891 | $210,408.94 | -$16,482.06 | -7.26% |
Rob Dainard Hara Capital LLC | 125 | $16,452.56 | $20,061.87 | $3,609.31 | 21.94% |