| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 308 | $86,829.23 | $106,771.28 | $19,942.05 | 22.97% |
Beth Zilka Baron Wealth Management LLC | 1,303 | $246,163.79 | $448,870.47 | $202,706.68 | 82.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 109 | $37,399.92 | $37,866.6 | $466.68 | 1.25% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,431 | $375,764.36 | $833,249.56 | $457,485.2 | 121.75% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,756 | $429,529.07 | $604,011.32 | $174,482.25 | 40.62% |
Courtney Holt Compound Planning, Inc. | 1,072 | $301,227.33 | $369,507.68 | $68,280.35 | 22.67% |
Norden Group LLC NORDEN GROUP LLC | 669 | $231,092 | $228,115.62 | -$2,976.38 | -1.29% |
Robert Green LECAP ASSET MANAGEMENT LTD | 858 | $296,379 | $295,889.88 | -$489.12 | -0.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,542 | $399,372.84 | $541,997.56 | $142,624.72 | 35.71% |
Mathieu Cornu Pictet Asset Management Holding SA | 7,384 | $1.22M | $2.56M | $1.34M | 110.06% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 14 | $2,404.14 | $4,772.46 | $2,368.32 | 98.51% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,193 | $346,060.7 | $409,568.83 | $63,508.13 | 18.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 710 | $173,694.49 | $246,054.05 | $72,359.56 | 41.66% |
Syon Capital LLC SYON CAPITAL LLC | 2,776 | $562,039.06 | $947,337.76 | $385,298.7 | 68.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,310 | $368,544.36 | $446,565.9 | $78,021.54 | 21.17% |
| AK Alisha Kamadia United Community Bank | 938 | $256,655.51 | $320,355.14 | $63,699.63 | 24.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,842 | $455,899.59 | $627,919.38 | $172,019.79 | 37.73% |
James Rankin Modern Wealth Management, LLC | 685 | $236,663 | $235,612.6 | -$1,050.4 | -0.44% |
Benj Foor Frazier Financial Advisors, LLC | 26 | $4,652 | $8,879.78 | $4,227.78 | 90.88% |
Amir Har-El Savvy Advisors, Inc. | 1,662 | $441,944.88 | $572,708.58 | $130,763.7 | 29.59% |