| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nemes Rush Group LLC Nemes Rush Group LLC | 138 | $17,661.85 | $18,461.64 | $799.79 | 4.53% |
John Shanley Aspect Partners, LLC | 406 | $51,676.09 | $54,596.85 | $2,920.76 | 5.65% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 948 | $77,016.03 | $127,316.4 | $50,300.37 | 65.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,512 | $666,067.08 | $738,718.24 | $72,651.16 | 10.91% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,670 | $157,557.46 | $224,765.3 | $67,207.84 | 42.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,813 | $1.71M | $1.83M | $122,545.4 | 7.19% |
Marilou Davido WFA Asset Management Corp | 54,723 | $5.48M | $7.44M | $1.96M | 35.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,242 | $953,047 | $971,731.56 | $18,684.56 | 1.96% |
MICHAEL DE LUZ Williams & Novak, LLC | 4,270 | $393,950.27 | $578,627.7 | $184,677.43 | 46.88% |
Stacey Cheek Wheelhouse Advisory Group LLC | 88,023 | $9M | $11.77M | $2.77M | 30.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 221,005 | $21.81M | $29.68M | $7.87M | 36.1% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,995 | $553,098.62 | $806,027.75 | $252,929.13 | 45.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,065 | $3.41M | $4.57M | $1.16M | 33.99% |
James Rankin Modern Wealth Management, LLC | 4,399 | $521,649.24 | $590,191.83 | $68,542.59 | 13.14% |
Amir Har-El Savvy Advisors, Inc. | 1,694 | $222,930 | $227,436.42 | $4,506.42 | 2.02% |
David W. Lewis Lewis Asset Management, LLC | 5,270 | $511,658.63 | $711,555.4 | $199,896.77 | 39.07% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 18,625 | $1.78M | $2.5M | $720,099.62 | 40.53% |
| MG Melissa Glennie Capital Management Associates, Inc | 12,329 | $1.59M | $1.68M | $81,403.05 | 5.11% |
Julie Beswick Advantage Trust Co | 1,689 | $180,927.45 | $229,551.99 | $48,624.54 | 26.88% |
Keisuke Ichihara Rakuten Securities, Inc. | 28 | $3,732.32 | $3,774.12 | $41.8 | 1.12% |