| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 343 | $53,884.49 | $51,861.6 | -$2,022.89 | -3.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 148,693 | $13.92M | $22.48M | $8.56M | 61.51% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,086 | $128,562.94 | $164,203.2 | $35,640.26 | 27.72% |
Syon Capital LLC SYON CAPITAL LLC | 21,451 | $1.43M | $3.24M | $1.81M | 126.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 757,382 | $91.17M | $114.52M | $23.34M | 25.6% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,009 | $711,759.75 | $1.36M | $650,401.05 | 91.38% |
| AK Alisha Kamadia United Community Bank | 3,975 | $489,695.67 | $601,020 | $111,324.33 | 22.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,448 | $4.33M | $6.42M | $2.09M | 48.39% |
Robert Shea NEOS Investment Management LLC | 175,134 | $19.55M | $26.48M | $6.93M | 35.48% |
RENEE PILKENTON Exchange Bank | 2,238 | $276,952.34 | $338,385.6 | $61,433.26 | 22.18% |
Teresa Douberly Burford Brothers, Inc. | 5,781 | $730,429 | $874,087.2 | $143,658.2 | 19.67% |
James Rankin Modern Wealth Management, LLC | 21,303 | $1.88M | $3.22M | $1.34M | 71.12% |
David Vollmer PFS Partners, LLC | 110 | $10,889.82 | $16,632 | $5,742.18 | 52.73% |
Benj Foor Frazier Financial Advisors, LLC | 825 | $56,827.62 | $124,740 | $67,912.38 | 119.51% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,843 | $228,174.26 | $278,661.6 | $50,487.34 | 22.13% |
Amir Har-El Savvy Advisors, Inc. | 24,800 | $2.92M | $3.75M | $826,184.63 | 28.26% |
Ann Keitner Quantum Portfolio Management LLC | 9,088 | $922,941.25 | $1.37M | $451,164.35 | 48.88% |
David W. Lewis Lewis Asset Management, LLC | 3,483 | $242,060.07 | $526,629.6 | $284,569.53 | 117.56% |
Owen McCabe Tyche Wealth Partners LLC | 7,448 | $1.01M | $1.13M | $119,814.65 | 11.91% |
United Advisor Group LLC United Advisor Group, LLC | 3,426 | $434,517.43 | $518,011.2 | $83,493.77 | 19.22% |