| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,145 | $83,355.84 | $91,834.72 | $8,478.88 | 10.17% |
Jae Cho Marex Group plc | 4,226 | $314,964 | $333,938.52 | $18,974.52 | 6.02% |
NICOLE MARTIN Arlington Trust Co LLC | 207 | $15,427.44 | $16,653.15 | $1,225.71 | 7.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,324 | $291,958.26 | $343,152.64 | $51,194.38 | 17.53% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 14,241 | $1.12M | $1.14M | $22,171.31 | 1.98% |
Syon Capital LLC SYON CAPITAL LLC | 14,972 | $1.14M | $1.18M | $37,632.71 | 3.29% |
Florian Peters denkapparat Operations GmbH | 9,642 | $772,102.51 | $771,070.74 | -$1,031.77 | -0.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 100,050 | $7.65M | $7.92M | $268,225.13 | 3.51% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,577 | $318,950.51 | $366,343.08 | $47,392.57 | 14.86% |
| AK Alisha Kamadia United Community Bank | 124 | $10,494.61 | $9,917.52 | -$577.09 | -5.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,728 | $907,895 | $848,799.36 | -$59,095.64 | -6.51% |
Robert Shea NEOS Investment Management LLC | 87,198 | $6.96M | $6.98M | $22,713.8 | 0.33% |
Savoie Capital LLC Savoie Capital LLC | 22,000 | $1.51M | $1.75M | $233,700 | 15.46% |
James Rankin Modern Wealth Management, LLC | 11,343 | $851,555.78 | $895,870.14 | $44,314.36 | 5.2% |
David Vollmer PFS Partners, LLC | 72,989 | $5.62M | $5.84M | $226,225.26 | 4.03% |
Benj Foor Frazier Financial Advisors, LLC | 324 | $26,759.31 | $25,945.92 | -$813.39 | -3.04% |
Amir Har-El Savvy Advisors, Inc. | 8,566 | $702,599.93 | $680,911.34 | -$21,688.59 | -3.09% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 14 | $1,043.58 | $1,126.3 | $82.72 | 7.93% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,094 | $227,539.96 | $247,643.76 | $20,103.8 | 8.84% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 560 | $37,973.76 | $44,301.6 | $6,327.84 | 16.66% |