| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 4,083 | $1.45M | $1.27M | -$179,407.23 | -12.38% |
Kristy DeJarnette Financial Security Advisor, Inc. | 7,488 | $1.12M | $2.39M | $1.27M | 113.45% |
NICOLE MARTIN Arlington Trust Co LLC | 607 | $173,786.93 | $190,388.58 | $16,601.65 | 9.55% |
Chris Kleine Park Capital Management, LLC / WI | 1,146 | $341,281.03 | $362,542.83 | $21,261.8 | 6.23% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 7,350 | $2.2M | $2.31M | $102,674.3 | 4.66% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,376 | $7.33M | $7.65M | $320,885.88 | 4.38% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,497 | $450,934.43 | $471,293.02 | $20,358.59 | 4.51% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,546 | $1.79M | $2.06M | $265,319.24 | 14.82% |
| KS Kristi Shields ROGCO, LP | 56 | $8,354.59 | $17,793.44 | $9,438.85 | 112.98% |
Syon Capital LLC SYON CAPITAL LLC | 11,488 | $2.82M | $3.57M | $747,527.98 | 26.47% |
Kevin Bresler TD Waterhouse Canada Inc. | 365,307 | $107.54M | $114.56M | $7.01M | 6.52% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,752 | $1.56M | $2.12M | $560,673.97 | 36.02% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 900 | $217,177.99 | $282,483 | $65,305.01 | 30.07% |
| AK Alisha Kamadia United Community Bank | 2,249 | $533,247.02 | $704,251.86 | $171,004.84 | 32.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,558 | $12.66M | $11.46M | -$1.19M | -9.42% |
Robert Shea NEOS Investment Management LLC | 87,576 | $25.2M | $27.45M | $2.25M | 8.92% |
RENEE PILKENTON Exchange Bank | 2,568 | $453,976.95 | $815,866.44 | $361,889.49 | 79.72% |
Teresa Douberly Burford Brothers, Inc. | 3,973 | $851,471.69 | $1.26M | $413,452.05 | 48.56% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 49,897 | $9.11M | $15.9M | $6.8M | 74.65% |
Charles Corkery PUREfi Wealth, LLC | 679 | $229,672 | $216,614.58 | -$13,057.42 | -5.69% |