| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 115 | $16,174.54 | $15,925.2 | -$249.34 | -1.54% |
| PIL PFG Investments LLC PFG Investments LLC | 6,056 | $533,378.64 | $838,634.88 | $305,256.24 | 57.23% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 15 | $2,057.5 | $2,077.2 | $19.7 | 0.96% |
Staci Compagno Portside Wealth Group, LLC | 2,678 | $325,189.32 | $370,849.44 | $45,660.12 | 14.04% |
Courtney Holt Compound Planning, Inc. | 2,076 | $291,106.01 | $287,484.48 | -$3,621.53 | -1.24% |
Nemes Rush Group LLC Nemes Rush Group LLC | 17 | $1,935 | $2,354.16 | $419.16 | 21.66% |
Norden Group LLC NORDEN GROUP LLC | 2,018 | $280,735.43 | $279,452.64 | -$1,282.79 | -0.46% |
Bradley Harsch Strategic Advocates LLC | 16 | $2,194 | $2,215.68 | $21.68 | 0.99% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,728 | $374,091 | $377,773.44 | $3,682.44 | 0.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,681 | $422,799.49 | $509,744.88 | $86,945.39 | 20.56% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 1,413 | $204,645 | $195,672.24 | -$8,972.76 | -4.38% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.2M | $331.38M | $305.32M | -$26.06M | -7.86% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 11 | $1,597.29 | $1,523.28 | -$74.01 | -4.63% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,840 | $685,099.55 | $670,243.2 | -$14,856.35 | -2.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,663 | $202,313.95 | $230,292.24 | $27,978.29 | 13.83% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 130 | $18,031.22 | $18,002.4 | -$28.82 | -0.16% |
Syon Capital LLC SYON CAPITAL LLC | 4,708 | $619,761.83 | $651,963.84 | $32,202.01 | 5.2% |
Kevin Bresler TD Waterhouse Canada Inc. | 41 | $5,595.08 | $5,677.68 | $82.6 | 1.48% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,211 | $305,912.2 | $306,179.28 | $267.08 | 0.09% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,600 | $359,971.82 | $360,048 | $76.18 | 0.02% |