| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,789 | $1.09M | $1.05M | -$38,567.46 | -3.55% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,338 | $2.49M | $2.26M | -$225,678.1 | -9.07% |
Syon Capital LLC SYON CAPITAL LLC | 5,238 | $1.19M | $1.44M | $249,122.63 | 21% |
Kevin Bresler TD Waterhouse Canada Inc. | 11,262 | $3.73M | $3.1M | -$635,088.44 | -17.02% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 3,366 | $939,955.5 | $924,741.18 | -$15,214.32 | -1.62% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,205 | $460,382.46 | $598,470.07 | $138,087.61 | 29.99% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 66,617 | $10.09M | $18.32M | $8.23M | 81.57% |
| AK Alisha Kamadia United Community Bank | 79 | $27,061.46 | $21,400.31 | -$5,661.15 | -20.92% |
Greg Werlinich Werlinich Asset Management, LLC | 5,615 | $1.56M | $1.54M | -$21,703.81 | -1.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,488 | $2.3M | $2.33M | $34,908.48 | 1.52% |
Robert Shea NEOS Investment Management LLC | 267,573 | $75.55M | $72.68M | -$2.87M | -3.8% |
Charles Corkery PUREfi Wealth, LLC | 1,090 | $348,693.9 | $296,708.9 | -$51,985 | -14.91% |
James Rankin Modern Wealth Management, LLC | 6,931 | $1.68M | $1.91M | $223,302.72 | 13.27% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,324 | $343,507.66 | $362,233.16 | $18,725.5 | 5.45% |
Benj Foor Frazier Financial Advisors, LLC | 76 | $18,544.7 | $20,644.64 | $2,099.94 | 11.32% |
Amir Har-El Savvy Advisors, Inc. | 8,041 | $1.85M | $2.21M | $353,438.67 | 19.09% |
Ann Keitner Quantum Portfolio Management LLC | 2,605 | $689,389.04 | $704,157.55 | $14,768.51 | 2.14% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 288 | $71,530.78 | $77,610.24 | $6,079.46 | 8.5% |
United Advisor Group LLC United Advisor Group, LLC | 1,099 | $337,979.55 | $297,686.13 | -$40,293.42 | -11.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,069 | $285,008.05 | $290,142.63 | $5,134.58 | 1.8% |