| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,991 | $841,921.32 | $1.24M | $400,636.62 | 47.59% |
JOHN TERRILL Peoples Bank/KS | 4,330 | $974,592.33 | $1.35M | $373,509.87 | 38.32% |
Syon Capital LLC SYON CAPITAL LLC | 3,840 | $813,652.79 | $1.21M | $391,416.05 | 48.11% |
Kevin Bresler TD Waterhouse Canada Inc. | 65,385 | $20.4M | $20.36M | -$48,008.81 | -0.24% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,518 | $327,883.05 | $472,614.12 | $144,731.07 | 44.14% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,268 | $261,822.65 | $416,373.16 | $154,550.51 | 59.03% |
| AK Alisha Kamadia United Community Bank | 408 | $72,956.61 | $133,974.96 | $61,018.35 | 83.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,514 | $3.52M | $3.9M | $372,041.73 | 10.56% |
Robert Shea NEOS Investment Management LLC | 31,358 | $9.09M | $10.47M | $1.38M | 15.14% |
James Rankin Modern Wealth Management, LLC | 1,231 | $395,695.7 | $386,312.43 | -$9,383.27 | -2.37% |
Benj Foor Frazier Financial Advisors, LLC | 32 | $10,053 | $10,255.36 | $202.36 | 2.01% |
Lydia Gallas Harbour Trust & Investment Management Co | 16,334 | $4.26M | $5.09M | $827,597.72 | 19.44% |
Amir Har-El Savvy Advisors, Inc. | 1,418 | $358,940.46 | $465,359.24 | $106,418.78 | 29.65% |
Ann Keitner Quantum Portfolio Management LLC | 1,612 | $504,586.85 | $505,877.86 | $1,291.01 | 0.26% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 117 | $33,109 | $38,398.23 | $5,289.23 | 15.98% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 30 | $6,508.85 | $9,340.2 | $2,831.35 | 43.5% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $8,421 | $12,880.97 | $4,459.97 | 52.96% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,825 | $569,603.8 | $568,195.5 | -$1,408.3 | -0.25% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $2,336.61 | $2,490.72 | $154.11 | 6.6% |
Darin Sadow Freestone Grove Partners LP | 145,577 | $41.22M | $45.68M | $4.47M | 10.84% |