| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 56 | $2,775.91 | $4,062.24 | $1,286.33 | 46.34% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 38,254 | $2.79M | $2.77M | -$18,121.91 | -0.65% |
Kristy DeJarnette Financial Security Advisor, Inc. | 4,748 | $203,248.94 | $336,253.36 | $133,004.42 | 65.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,467 | $415,209.97 | $686,736.18 | $271,526.21 | 65.39% |
Daniel Dorval DORVAL Corp | 8,065 | $381,915.51 | $585,035.1 | $203,119.59 | 53.18% |
Syon Capital LLC SYON CAPITAL LLC | 5,944 | $432,362.58 | $419,111.44 | -$13,251.14 | -3.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,680 | $1.15M | $1.28M | $129,178.19 | 11.2% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 271,315 | $15.39M | $19.68M | $4.29M | 27.88% |
| AK Alisha Kamadia United Community Bank | 9 | $690 | $634.23 | -$55.77 | -8.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,261 | $932,108.59 | $961,952.94 | $29,844.35 | 3.2% |
Robert Shea NEOS Investment Management LLC | 49,818 | $3.66M | $3.53M | -$127,644.32 | -3.49% |
David Vollmer PFS Partners, LLC | 746 | $28,581.75 | $54,114.84 | $25,533.09 | 89.33% |
Benj Foor Frazier Financial Advisors, LLC | 337 | $15,888.54 | $24,125.83 | $8,237.29 | 51.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 129 | $9,098 | $9,357.66 | $259.66 | 2.85% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,290 | $830,255.11 | $818,976.6 | -$11,278.51 | -1.36% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 255 | $13,846.31 | $18,497.7 | $4,651.39 | 33.59% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 580 | $28,863.98 | $42,073.2 | $13,209.22 | 45.76% |
Taylor Wagner Valued Wealth Advisors LLC | 6 | $282.9 | $435.24 | $152.34 | 53.85% |
Curtis Burkholder Bare Financial Services, Inc | 16 | $1,060.8 | $1,160.64 | $99.84 | 9.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,017 | $190,932.34 | $210,375.41 | $19,443.07 | 10.18% |