| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Morgan Visualize Group LP | 285,400 | $15.84M | $15.91M | $72,777 | 0.46% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 79,645 | $3.3M | $4.3M | $1.01M | 30.51% |
NICOLE MARTIN Arlington Trust Co LLC | 13 | $794 | $722.67 | -$71.33 | -8.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,490 | $322,647.25 | $351,238.8 | $28,591.55 | 8.86% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,871 | $206,907.22 | $216,969.55 | $10,062.33 | 4.86% |
Syon Capital LLC SYON CAPITAL LLC | 29,694 | $1.05M | $1.6M | $548,407.17 | 52.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,750 | $105,715.2 | $95,200 | -$10,515.2 | -9.95% |
Brian Glenn Premier Path Wealth Partners, LLC | 8,876 | $411,202.89 | $497,499.8 | $86,296.91 | 20.99% |
| AK Alisha Kamadia United Community Bank | 150 | $6,649.64 | $8,371.5 | $1,721.86 | 25.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 54,901 | $2.5M | $2.99M | $482,080.7 | 19.25% |
Robert Shea NEOS Investment Management LLC | 759,404 | $35.47M | $42.39M | $6.92M | 19.51% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,522 | $292,035.46 | $474,164.08 | $182,128.62 | 62.37% |
Amir Har-El Savvy Advisors, Inc. | 24,389 | $1.33M | $1.32M | -$16,429.67 | -1.23% |
Ann Keitner Quantum Portfolio Management LLC | 15,055 | $700,805.17 | $839,617.35 | $138,812.18 | 19.81% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 633 | $35,131.99 | $35,365.71 | $233.72 | 0.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,417 | $269,655.81 | $247,572.85 | -$22,082.96 | -8.19% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 21,697 | $744,484.27 | $1.21M | $466,099.84 | 62.61% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 296 | $10,204.1 | $15,933.68 | $5,729.58 | 56.15% |
Jeffrey McGrath Cetera Trust Company, N.A | 24,141 | $937,419.24 | $1.35M | $413,149 | 44.07% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,277 | $311,953.19 | $287,068.8 | -$24,884.39 | -7.98% |