| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 366 | $161,872.87 | $216,917.21 | $55,044.34 | 34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,328 | $1.03M | $1.38M | $351,917.35 | 34.24% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,103 | $957,274.37 | $1.31M | $348,204.98 | 36.37% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 27,173 | $11.26M | $16.1M | $4.84M | 42.97% |
| KS Kristi Shields ROGCO, LP | 1,321 | $555,894.38 | $782,917.04 | $227,022.66 | 40.84% |
Stacey Cheek Wheelhouse Advisory Group LLC | 344 | $217,985 | $203,878.47 | -$14,106.53 | -6.47% |
Syon Capital LLC SYON CAPITAL LLC | 4,238 | $1.88M | $2.58M | $696,438.5 | 36.97% |
Kevin Bresler TD Waterhouse Canada Inc. | 93,591 | $53.22M | $55.47M | $2.25M | 4.22% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 27 | $10,190 | $16,002.09 | $5,812.09 | 57.04% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,461 | $1.48M | $2.05M | $567,965.38 | 38.29% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 667 | $267,475.65 | $395,310.88 | $127,835.23 | 47.79% |
| AK Alisha Kamadia United Community Bank | 65 | $30,060.32 | $40,285.05 | $10,224.73 | 34.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,753 | $5.84M | $7.56M | $1.71M | 29.35% |
Robert Shea NEOS Investment Management LLC | 41,169 | $19.14M | $25.08M | $5.94M | 31.05% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,913 | $901,090.54 | $1.13M | $232,687.13 | 25.82% |
RENEE PILKENTON Exchange Bank | 335 | $212,500 | $198,544.44 | -$13,955.56 | -6.57% |
Teresa Douberly Burford Brothers, Inc. | 445 | $186,580.14 | $263,738.14 | $77,158 | 41.35% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 884 | $390,769.6 | $523,920.26 | $133,150.66 | 34.07% |
Riley Stephenson Stephenson & Company, Inc. | 519 | $207,532.71 | $307,595.72 | $100,063.01 | 48.22% |
James Rankin Modern Wealth Management, LLC | 4,524 | $2.01M | $2.75M | $746,107.36 | 37.15% |