| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,343 | $555,115.98 | $726,868.91 | $171,752.93 | 30.94% |
Syon Capital LLC SYON CAPITAL LLC | 2,556 | $543,856.84 | $756,933.87 | $213,077.03 | 39.18% |
Kevin Bresler TD Waterhouse Canada Inc. | 62,611 | $16.18M | $19.42M | $3.24M | 20.01% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 100 | $15,621 | $31,023 | $15,402 | 98.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,607 | $317,139.17 | $498,539.63 | $181,400.46 | 57.2% |
Robert Shea NEOS Investment Management LLC | 16,331 | $3.94M | $4.65M | $711,954.37 | 18.06% |
James Rankin Modern Wealth Management, LLC | 1,057 | $265,349.65 | $313,019.99 | $47,670.34 | 17.97% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 74,010 | $20.8M | $22.96M | $2.16M | 10.37% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,671 | $469,667.8 | $518,394.33 | $48,726.53 | 10.37% |
Amir Har-El Savvy Advisors, Inc. | 2,187 | $472,817.84 | $678,473.03 | $205,655.19 | 43.5% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 71 | $16,165.78 | $22,026.33 | $5,860.55 | 36.25% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $535.68 | $930.69 | $395.01 | 73.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 16 | $3,891.31 | $4,655.68 | $764.37 | 19.64% |
Joshua Stipcich Tidemark, LLC | 2 | $523.5 | $573.16 | $49.66 | 9.49% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,755 | $644,158.85 | $854,683.68 | $210,524.83 | 32.68% |
Christy Clarin Portfolio Design Labs, LLC | 875 | $152,601.57 | $249,392.5 | $96,790.93 | 63.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 720 | $157,693.73 | $209,505.6 | $51,811.87 | 32.86% |
Matthew Stead Sachetta, LLC | 22 | $5,943.27 | $6,825.06 | $881.79 | 14.84% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 48 | $13,415.37 | $14,214.72 | $799.35 | 5.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,451 | $4.41M | $6.82M | $2.41M | 54.67% |