| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 131,804 | $8M | $9.07M | $1.06M | 13.29% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 10,311 | $589,516.88 | $713,521.2 | $124,004.32 | 21.03% |
NICOLE MARTIN Arlington Trust Co LLC | 63 | $3,548 | $4,359.6 | $811.6 | 22.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,058 | $1.02M | $1.12M | $97,153.02 | 9.54% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,577 | $158,810.54 | $178,972.65 | $20,162.11 | 12.7% |
Michael Grossman AdviceOne Advisory Services, LLC | 230,386 | $15.72M | $15.93M | $212,870.86 | 1.35% |
Syon Capital LLC SYON CAPITAL LLC | 9,898 | $570,890.88 | $687,416.1 | $116,525.22 | 20.41% |
Kevin Bresler TD Waterhouse Canada Inc. | 33,902 | $2M | $2.36M | $354,035.02 | 17.67% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,453 | $250,748 | $309,260.85 | $58,512.85 | 23.34% |
| AK Alisha Kamadia United Community Bank | 1,048 | $60,383.66 | $72,783.6 | $12,399.94 | 20.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,281 | $1.51M | $1.69M | $175,015.02 | 11.58% |
Robert Shea NEOS Investment Management LLC | 112,934 | $7.26M | $7.84M | $579,425.02 | 7.98% |
David Vollmer PFS Partners, LLC | 53 | $2,894.28 | $3,680.85 | $786.57 | 27.18% |
Benj Foor Frazier Financial Advisors, LLC | 282 | $17,883.97 | $19,584.9 | $1,700.93 | 9.51% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 22,207 | $1.3M | $1.54M | $246,816.08 | 19.05% |
Amir Har-El Savvy Advisors, Inc. | 12,427 | $761,833.43 | $864,173.58 | $102,340.15 | 13.43% |
Joseph Morrison Sentry LLC | 4,310 | $197,182.05 | $299,329.5 | $102,147.45 | 51.8% |
Owen McCabe Tyche Wealth Partners LLC | 5,273 | $302,983.82 | $366,209.85 | $63,226.03 | 20.87% |
Jeff Ramsey Quotient Wealth Partners, LLC | 14,725 | $851,107.85 | $1.02M | $171,543.4 | 20.16% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 13,972 | $832,056.65 | $970,355.4 | $138,298.75 | 16.62% |