| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 46,736 | $2.94M | $3.02M | $78,644.58 | 2.67% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,468 | $534,398.58 | $610,591.32 | $76,192.74 | 14.26% |
Syon Capital LLC SYON CAPITAL LLC | 4,216 | $276,576.28 | $273,281.12 | -$3,295.16 | -1.19% |
Kevin Bresler TD Waterhouse Canada Inc. | 219 | $13,797 | $14,114.55 | $317.55 | 2.3% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,206 | $272,591.12 | $271,076.7 | -$1,514.42 | -0.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,818 | $879,978.97 | $890,570.1 | $10,591.13 | 1.2% |
Robert Shea NEOS Investment Management LLC | 46,985 | $3.12M | $2.99M | -$134,344.32 | -4.3% |
James Rankin Modern Wealth Management, LLC | 10,561 | $650,302.84 | $683,032.67 | $32,729.83 | 5.03% |
Benj Foor Frazier Financial Advisors, LLC | 593 | $40,301 | $37,691.08 | -$2,609.92 | -6.48% |
Amir Har-El Savvy Advisors, Inc. | 3,523 | $238,933.86 | $227,603.41 | -$11,330.45 | -4.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,408 | $79,071.69 | $91,196.16 | $12,124.47 | 15.33% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $695 | $712.36 | $17.36 | 2.5% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,996 | $214,010 | $192,792.6 | -$21,217.4 | -9.91% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,307 | $450,985 | $401,945.11 | -$49,039.89 | -10.87% |
Curtis Burkholder Bare Financial Services, Inc | 952 | $55,982.61 | $61,356.4 | $5,373.79 | 9.6% |
Joshua Stipcich Tidemark, LLC | 144 | $8,983 | $9,272.16 | $289.16 | 3.22% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,449 | $352,196.12 | $346,338.44 | -$5,857.68 | -1.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,022 | $66,007.27 | $64,958.32 | -$1,048.95 | -1.59% |
Matthew Stead Sachetta, LLC | 34 | $2,151.67 | $2,206.6 | $54.93 | 2.55% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,889 | $520,256.2 | $446,476.09 | -$73,780.11 | -14.18% |