| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 278 | $129,037.25 | $151,743.53 | $22,706.28 | 17.6% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,064 | $466,494.42 | $580,773.79 | $114,279.37 | 24.5% |
| KS Kristi Shields ROGCO, LP | 37 | $12,198.2 | $20,196.08 | $7,997.88 | 65.57% |
Syon Capital LLC SYON CAPITAL LLC | 2,570 | $1.04M | $1.46M | $425,256.83 | 40.95% |
Florian Peters denkapparat Operations GmbH | 1,022 | $505,835.91 | $565,758.78 | $59,922.87 | 11.85% |
Kevin Bresler TD Waterhouse Canada Inc. | 31,831 | $13.99M | $17.37M | $3.38M | 24.16% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,452 | $556,774.13 | $792,559.72 | $235,785.59 | 42.35% |
| AK Alisha Kamadia United Community Bank | 326 | $133,586.53 | $184,212.82 | $50,626.29 | 37.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,183 | $1.06M | $1.19M | $130,722.12 | 12.32% |
Robert Shea NEOS Investment Management LLC | 14,284 | $7.01M | $7.96M | $953,317.47 | 13.6% |
James Rankin Modern Wealth Management, LLC | 1,714 | $745,914.58 | $976,191.53 | $230,276.95 | 30.87% |
David Vollmer PFS Partners, LLC | 50 | $15,083.16 | $27,292 | $12,208.84 | 80.94% |
Benj Foor Frazier Financial Advisors, LLC | 33 | $14,495.82 | $18,398.49 | $3,902.67 | 26.92% |
Angela Kelley HTLF Bank | 561 | $213,084.55 | $306,216.26 | $93,131.71 | 43.71% |
Amir Har-El Savvy Advisors, Inc. | 1,605 | $799,128.63 | $876,073.25 | $76,944.62 | 9.63% |
Ann Keitner Quantum Portfolio Management LLC | 1,243 | $609,429.1 | $707,938.2 | $98,509.1 | 16.16% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 138 | $63,309 | $75,325.92 | $12,016.92 | 18.98% |
Jeff Ramsey Quotient Wealth Partners, LLC | 468 | $248,349.6 | $255,453.13 | $7,103.53 | 2.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 44 | $18,942.69 | $24,016.96 | $5,074.27 | 26.79% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,050 | $398,821.5 | $593,323.5 | $194,502 | 48.77% |