| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,991 | $841,921.32 | $1.32M | $473,532.23 | 56.24% |
JOHN TERRILL Peoples Bank/KS | 4,130 | $929,576.52 | $1.37M | $443,978.88 | 47.76% |
Syon Capital LLC SYON CAPITAL LLC | 3,840 | $813,652.79 | $1.29M | $471,748.81 | 57.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 65,385 | $20.4M | $21.84M | $1.44M | 7.04% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,496 | $323,527.15 | $499,798.64 | $176,271.49 | 54.48% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,234 | $254,839.73 | $406,899.16 | $152,059.43 | 59.67% |
| AK Alisha Kamadia United Community Bank | 408 | $72,956.61 | $136,304.64 | $63,348.03 | 86.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,097 | $7.37M | $8.72M | $1.35M | 18.32% |
Robert Shea NEOS Investment Management LLC | 31,358 | $9.09M | $10.46M | $1.37M | 15.09% |
James Rankin Modern Wealth Management, LLC | 1,231 | $395,695.7 | $410,661.6 | $14,965.9 | 3.78% |
Benj Foor Frazier Financial Advisors, LLC | 32 | $10,053 | $10,543.76 | $490.76 | 4.88% |
Lydia Gallas Harbour Trust & Investment Management Co | 16,334 | $4.26M | $5.48M | $1.22M | 28.59% |
Amir Har-El Savvy Advisors, Inc. | 1,023 | $270,023.75 | $339,774.12 | $69,750.37 | 25.83% |
Ann Keitner Quantum Portfolio Management LLC | 1,612 | $504,586.85 | $531,250.72 | $26,663.87 | 5.28% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 108 | $30,562.15 | $35,826.84 | $5,264.69 | 17.23% |
Jeff Ramsey Quotient Wealth Partners, LLC | 707 | $200,036 | $235,957.71 | $35,921.71 | 17.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 30 | $6,508.85 | $10,000.65 | $3,491.8 | 53.65% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $8,421 | $13,695.23 | $5,274.23 | 62.63% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,347 | $425,083.01 | $444,712.05 | $19,629.04 | 4.62% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $2,336.61 | $2,663.12 | $326.51 | 13.97% |