| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 47 | $6,530.18 | $6,756.01 | $225.83 | 3.46% |
Amy Hart Phillips Wealth Planners LLC | 1,704 | $217,519.43 | $247,250.4 | $29,730.97 | 13.67% |
Paul B. Ordonio Park Place Capital Corp. | 232 | $25,953.53 | $33,396.4 | $7,442.87 | 28.68% |
Kevin Kroskey True Wealth Design LLC | 187 | $25,644.82 | $26,841.98 | $1,197.16 | 4.67% |
Jill Batley Gateway Wealth Partners LLC | 4,373 | $612,697.9 | $629,012.32 | $16,314.42 | 2.66% |
Jacob Going Alpine Bank Wealth Management | 162 | $26,037 | $23,340.96 | -$2,696.04 | -10.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 304 | $44,853.34 | $43,681.76 | -$1,171.58 | -2.61% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,684 | $794,737 | $818,041.28 | $23,304.28 | 2.93% |
Courtney Holt Compound Planning, Inc. | 2,021 | $274,473.01 | $289,993.29 | $15,520.28 | 5.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,645 | $217,917.38 | $231,977.91 | $14,060.53 | 6.45% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,615 | $985,859.19 | $1.52M | $537,817.91 | 54.55% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 14 | $1,370.09 | $2,017.12 | $647.03 | 47.23% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,172 | $441,189.19 | $455,610.22 | $14,421.03 | 3.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,426 | $324,984.72 | $490,928.67 | $165,943.95 | 51.06% |
Syon Capital LLC SYON CAPITAL LLC | 2,607 | $359,202.07 | $373,400.61 | $14,198.54 | 3.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,448 | $1.12M | $1.65M | $527,772.01 | 47.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 9 | $1,028.93 | $1,295.19 | $266.26 | 25.88% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $556 | $576.32 | $20.32 | 3.65% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $562 | $718.1 | $156.1 | 27.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 566 | $66,794.92 | $79,817.32 | $13,022.4 | 19.5% |