| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vincent Incerto LaSalle St. Investment Advisors LLC | 6,342 | $230,632.92 | $257,738.88 | $27,105.96 | 11.75% |
| JC Jared Calvert Buck Wealth Strategies LLC | 17 | $651 | $688.5 | $37.5 | 5.76% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 7,159 | $274,261 | $291,908.22 | $17,647.22 | 6.43% |
Jacob Going Alpine Bank Wealth Management | 2,082 | $79,761 | $85,008.06 | $5,247.06 | 6.58% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 26,888 | $1.05M | $1.1M | $46,962.87 | 4.48% |
Eugene Donato KENNEDY INVESTMENT GROUP | 6,707 | $315,834.23 | $272,337.73 | -$43,496.5 | -13.77% |
Courtney Holt Compound Planning, Inc. | 10,309 | $390,129.05 | $417,359.86 | $27,230.81 | 6.98% |
Katherine Stoner Empower Advisory Group, LLC | 1.87M | $76.65M | $76.18M | -$471,676.05 | -0.62% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,572 | $213,738.45 | $225,220.24 | $11,481.79 | 5.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,642 | $727,322.25 | $742,883.7 | $15,561.45 | 2.14% |
Mathieu Cornu Pictet Asset Management Holding SA | 2.52M | $93.6M | $101.69M | $8.09M | 8.64% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 34 | $1,285.07 | $1,388.22 | $103.15 | 8.03% |
Jon Greer GSG Advisors LLC | 7,810 | $268,412.42 | $316,812.65 | $48,400.23 | 18.03% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 23,408 | $870,666.26 | $948,726.24 | $78,059.98 | 8.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,801 | $513,944.79 | $552,385.02 | $38,440.23 | 7.48% |
JOHN TERRILL Peoples Bank/KS | 12,952 | $483,621.68 | $522,613.2 | $38,991.52 | 8.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,473 | $417,808.6 | $427,612.59 | $9,803.99 | 2.35% |
James Rankin Modern Wealth Management, LLC | 8,444 | $319,286.04 | $341,644.24 | $22,358.2 | 7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 50 | $1,867.51 | $2,023.5 | $155.99 | 8.35% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,535 | $280,527.93 | $306,523.8 | $25,995.87 | 9.27% |