| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 1 | $203 | $266.46 | $63.46 | 31.26% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,813 | $4M | $4.48M | $476,216.98 | 11.89% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,002 | $1.29M | $1.36M | $66,949.86 | 5.19% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,473 | $301,520.68 | $392,495.57 | $90,974.89 | 30.17% |
| KS Kristi Shields ROGCO, LP | 252 | $60,626.02 | $67,147.92 | $6,521.9 | 10.76% |
Syon Capital LLC SYON CAPITAL LLC | 8,945 | $2.16M | $2.44M | $286,479.82 | 13.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,797 | $3.54M | $3.94M | $402,330.23 | 11.36% |
| MC Megan Claucherty Kodai Capital Management LP | 10,619 | $3.24M | $2.83M | -$414,884.37 | -12.79% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 39 | $9,383 | $10,391.94 | $1,008.94 | 10.75% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,548 | $654,396.93 | $678,940.05 | $24,543.12 | 3.75% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,569 | $1.06M | $1.22M | $153,015.86 | 14.38% |
| AK Alisha Kamadia United Community Bank | 3,915 | $959,042.65 | $1.05M | $95,384.3 | 9.95% |
Greg Werlinich Werlinich Asset Management, LLC | 13,416 | $2.64M | $3.57M | $938,772.1 | 35.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 43,501 | $11.01M | $11.59M | $583,200.02 | 5.3% |
Mark Petersen Prosperitas Financial LLC | 1,008 | $225,805 | $271,464.48 | $45,659.48 | 20.22% |
Robert Shea NEOS Investment Management LLC | 306,299 | $80.17M | $83.83M | $3.66M | 4.56% |
RENEE PILKENTON Exchange Bank | 5,689 | $1.26M | $1.52M | $258,988.02 | 20.61% |
Teresa Douberly Burford Brothers, Inc. | 1,733 | $405,065.55 | $461,775.16 | $56,709.61 | 14% |
Charles Corkery PUREfi Wealth, LLC | 3,635 | $1.07M | $968,582.06 | -$102,443.74 | -9.57% |
James Rankin Modern Wealth Management, LLC | 6,462 | $1.67M | $1.76M | $97,341.46 | 5.84% |