| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 800 | $123,604.79 | $140,952 | $17,347.21 | 14.03% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,382 | $213,986.52 | $243,494.58 | $29,508.06 | 13.79% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,292 | $238,658 | $227,469.52 | -$11,188.48 | -4.69% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 229 | $31,148.28 | $40,317.74 | $9,169.46 | 29.44% |
Syon Capital LLC SYON CAPITAL LLC | 2,990 | $486,585.04 | $526,419.4 | $39,834.36 | 8.19% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,822 | $708,129.24 | $673,512.84 | -$34,616.4 | -4.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,703 | $240,947.48 | $299,830.18 | $58,882.7 | 24.44% |
| AK Alisha Kamadia United Community Bank | 4 | $670.52 | $704.24 | $33.72 | 5.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,102 | $1.79M | $2.13M | $338,880.59 | 18.91% |
Robert Shea NEOS Investment Management LLC | 22,752 | $3.59M | $4.01M | $411,751.28 | 11.46% |
James Rankin Modern Wealth Management, LLC | 1,130 | $189,430.68 | $198,947.8 | $9,517.12 | 5.02% |
David Vollmer PFS Partners, LLC | 350 | $48,548.5 | $61,621 | $13,072.5 | 26.93% |
Benj Foor Frazier Financial Advisors, LLC | 147 | $22,655 | $25,880.82 | $3,225.82 | 14.24% |
Amir Har-El Savvy Advisors, Inc. | 1,131 | $208,918 | $199,316.13 | -$9,601.87 | -4.6% |
Owen McCabe Tyche Wealth Partners LLC | 9,359 | $1.43M | $1.65M | $217,880.7 | 15.24% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,404 | $259,347 | $247,188.24 | -$12,158.76 | -4.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 390 | $45,571.75 | $68,729.7 | $23,157.95 | 50.82% |
Jeffrey McGrath Cetera Trust Company, N.A | 250 | $28,975 | $44,015 | $15,040 | 51.91% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 199 | $36,759 | $35,069.77 | -$1,689.23 | -4.6% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,346 | $509,651.45 | $760,463.08 | $250,811.63 | 49.21% |