| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 203 | $11,015 | $12,657.05 | $1,642.05 | 14.91% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,976 | $133,068.47 | $249,096.4 | $116,027.93 | 87.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 102 | $3,589.08 | $6,390.3 | $2,801.22 | 78.05% |
| KS Kristi Shields ROGCO, LP | 221 | $8,921.68 | $13,779.35 | $4,857.67 | 54.45% |
Syon Capital LLC SYON CAPITAL LLC | 4,000 | $217,040 | $250,600 | $33,560 | 15.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,900 | $67,739.66 | $119,206 | $51,466.34 | 75.98% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 40,604 | $1.32M | $2.53M | $1.21M | 91.12% |
James Rankin Modern Wealth Management, LLC | 4,718 | $257,463 | $295,582.7 | $38,119.7 | 14.81% |
Amir Har-El Savvy Advisors, Inc. | 5,747 | $254,057.9 | $360,652.98 | $106,595.08 | 41.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 941 | $33,572.73 | $59,052.45 | $25,479.72 | 75.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 574 | $31,145 | $36,021.37 | $4,876.37 | 15.66% |
Taylor Wagner Valued Wealth Advisors LLC | 60 | $3,046.49 | $3,765.3 | $718.81 | 23.59% |
Darin Sadow Freestone Grove Partners LP | 882,867 | $47.9M | $55.4M | $7.5M | 15.66% |
Curtis Burkholder Bare Financial Services, Inc | 318 | $11,756.72 | $19,917.93 | $8,161.21 | 69.42% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $270.4 | $375.81 | $105.41 | 38.98% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 108,718 | $3.89M | $6.81M | $2.92M | 75.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 293 | $12,117.1 | $18,294.92 | $6,177.82 | 50.98% |
Matthew Stead Sachetta, LLC | 91 | $3,811.21 | $5,824.91 | $2,013.7 | 52.84% |
Amber Baker NDVR, Inc. | 5,327 | $240,035 | $332,777.69 | $92,742.69 | 38.64% |
Alan Gilmore Private Wealth Management Group, LLC | 184 | $6,138.11 | $11,488.96 | $5,350.85 | 87.17% |