| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Norden Group LLC NORDEN GROUP LLC | 1,081 | $230,559.93 | $384,695.47 | $154,135.54 | 66.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 405 | $113,848.23 | $142,600.5 | $28,752.27 | 25.25% |
Mathieu Cornu Pictet Asset Management Holding SA | 489,605 | $187.84M | $173.85M | -$13.99M | -7.45% |
Ryan Payne Payne Capital Management, LLC | 626 | $245,048 | $219,675.92 | -$25,372.08 | -10.35% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,225.5 | $2,140.2 | $914.7 | 74.64% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,831 | $594,710.61 | $992,407.05 | $397,696.44 | 66.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 881 | $217,589.26 | $312,155.92 | $94,566.66 | 43.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 123 | $35,505.07 | $43,874.1 | $8,369.03 | 23.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,958 | $591,151.71 | $698,418.6 | $107,266.89 | 18.15% |
James Rankin Modern Wealth Management, LLC | 581 | $227,433 | $204,793.78 | -$22,639.22 | -9.95% |
Ann Keitner Quantum Portfolio Management LLC | 405 | $158,537 | $144,163.8 | -$14,373.2 | -9.07% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,007 | $210,731.74 | $360,687.26 | $149,955.52 | 71.16% |
Taylor Wagner Valued Wealth Advisors LLC | 10 | $2,126 | $3,568.49 | $1,442.49 | 67.85% |
Curtis Burkholder Bare Financial Services, Inc | 27 | $6,578.77 | $9,587.16 | $3,008.39 | 45.73% |
Keisuke Ichihara Rakuten Securities, Inc. | 510 | $199,640 | $181,992.99 | -$17,647.01 | -8.84% |
Sam Tedawes Quantessence Capital LLC | 616 | $241,133 | $217,454.16 | -$23,678.84 | -9.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 218 | $58,898.49 | $76,757.8 | $17,859.31 | 30.32% |
Matthew Stead Sachetta, LLC | 64 | $25,053 | $22,584 | -$2,469 | -9.86% |
Alan Gilmore Private Wealth Management Group, LLC | 52 | $9,880.51 | $18,465.2 | $8,584.69 | 86.89% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 7,441 | $1.56M | $2.64M | $1.08M | 69.1% |