| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 6,182 | $443,820.46 | $735,596.18 | $291,775.72 | 65.74% |
NICOLE MARTIN Arlington Trust Co LLC | 405 | $33,549.02 | $48,405.6 | $14,856.58 | 44.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,567 | $428,015.72 | $538,860.33 | $110,844.61 | 25.9% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,085 | $539,690.87 | $603,996.3 | $64,305.43 | 11.92% |
Syon Capital LLC SYON CAPITAL LLC | 19,774 | $1.7M | $2.35M | $649,533.77 | 38.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,895 | $172,172.78 | $227,343.15 | $55,170.37 | 32.04% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,888 | $274,084.79 | $346,473.36 | $72,388.57 | 26.41% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,770 | $202,700 | $208,948.51 | $6,248.51 | 3.08% |
| AK Alisha Kamadia United Community Bank | 7 | $781.95 | $831.56 | $49.61 | 6.34% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,276 | $251,954.94 | $386,862.84 | $134,907.9 | 53.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 69,734 | $6.78M | $8.37M | $1.58M | 23.33% |
Robert Shea NEOS Investment Management LLC | 75,901 | $7.96M | $9.03M | $1.07M | 13.4% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 60,891 | $4.49M | $7.25M | $2.76M | 61.49% |
James Rankin Modern Wealth Management, LLC | 3,201 | $352,889.69 | $378,566.26 | $25,676.57 | 7.28% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,968 | $492,360.47 | $712,728.4 | $220,367.93 | 44.76% |
Angela Kelley HTLF Bank | 3,262 | $269,115.49 | $389,939.48 | $120,823.99 | 44.9% |
Amir Har-El Savvy Advisors, Inc. | 8,653 | $903,453.51 | $1.02M | $120,023.33 | 13.28% |
Joseph Morrison Sentry LLC | 2,630 | $201,892.25 | $312,351.95 | $110,459.7 | 54.71% |
David W. Lewis Lewis Asset Management, LLC | 4,116 | $374,697.02 | $489,392.4 | $114,695.38 | 30.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 77 | $9,028 | $9,213.82 | $185.82 | 2.06% |