| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 38 | $5,147 | $5,029.68 | -$117.32 | -2.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,124 | $2.08M | $2.59M | $508,685.65 | 24.42% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 8,657 | $1.32M | $1.15M | -$168,270.47 | -12.72% |
| KS Kristi Shields ROGCO, LP | 31 | $4,984 | $4,181.28 | -$802.72 | -16.11% |
Syon Capital LLC SYON CAPITAL LLC | 7,182 | $739,424.39 | $965,979 | $226,554.61 | 30.64% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,708 | $1.3M | $1.29M | -$9,929.48 | -0.76% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,161 | $350,509.04 | $420,665.88 | $70,156.84 | 20.02% |
| AK Alisha Kamadia United Community Bank | 1,407 | $175,979.72 | $186,666.69 | $10,686.97 | 6.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,004 | $1.24M | $1.2M | -$40,860.17 | -3.3% |
Robert Shea NEOS Investment Management LLC | 108,956 | $15.32M | $14.47M | -$847,434.39 | -5.53% |
David Vollmer PFS Partners, LLC | 49 | $6,866 | $6,499.85 | -$366.15 | -5.33% |
Amir Har-El Savvy Advisors, Inc. | 1,744 | $234,899 | $235,762.64 | $863.64 | 0.37% |
Ann Keitner Quantum Portfolio Management LLC | 7,856 | $1.14M | $1.04M | -$100,869.16 | -8.82% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 166 | $22,359 | $21,936.07 | -$422.93 | -1.89% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,567 | $211,059 | $208,732.23 | -$2,326.77 | -1.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 580 | $55,183.37 | $78,520.4 | $23,337.03 | 42.29% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $291.75 | $399.21 | $107.46 | 36.83% |
Curtis Burkholder Bare Financial Services, Inc | 84 | $11,451.31 | $11,381.16 | -$70.15 | -0.61% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $404 | $399.21 | -$4.79 | -1.19% |
Joshua Stipcich Tidemark, LLC | 4 | $539 | $537.98 | -$1.02 | -0.19% |