| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 445 | $17,127.13 | $18,707.8 | $1,580.67 | 9.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,795 | $255,232 | $243,621.81 | -$11,610.19 | -4.55% |
Syon Capital LLC SYON CAPITAL LLC | 15,599 | $598,321.49 | $636,907.17 | $38,585.68 | 6.45% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,572 | $49,863.86 | $66,086.88 | $16,223.02 | 32.53% |
| AK Alisha Kamadia United Community Bank | 16 | $613.44 | $648.48 | $35.04 | 5.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,225 | $924,450.18 | $1.02M | $93,968.84 | 10.16% |
Robert Shea NEOS Investment Management LLC | 106,520 | $3.79M | $4.26M | $471,011.99 | 12.42% |
Ann Keitner Quantum Portfolio Management LLC | 13,422 | $525,720.31 | $548,020.26 | $22,299.95 | 4.24% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17 | $749 | $714.68 | -$34.32 | -4.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 548 | $15,656.39 | $23,037.92 | $7,381.53 | 47.15% |
Taylor Wagner Valued Wealth Advisors LLC | 17 | $514.44 | $714.68 | $200.24 | 38.92% |
Darin Sadow Freestone Grove Partners LP | 223,917 | $8.58M | $9.14M | $557,553.33 | 6.49% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 13,365 | $382,413.54 | $561,864.61 | $179,451.07 | 46.93% |
Curtis Burkholder Bare Financial Services, Inc | 596 | $17,028 | $25,055.84 | $8,027.84 | 47.14% |
Joshua Stipcich Tidemark, LLC | 9 | $388 | $366.12 | -$21.88 | -5.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,068 | $132,911.88 | $164,876.04 | $31,964.16 | 24.05% |
Craig Silberg EVERPAR ADVISORS LLC | 5,905 | $260,056 | $248,246.21 | -$11,809.79 | -4.54% |
Matthew Stead Sachetta, LLC | 34 | $1,128.96 | $1,429.36 | $300.4 | 26.61% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 263 | $11,363.54 | $10,738.29 | -$625.25 | -5.5% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 5,089 | $198,706.44 | $213,941.56 | $15,235.12 | 7.67% |