| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Barr Red Mountain Financial, LLC | 395 | $180,449.17 | $259,064.7 | $78,615.53 | 43.57% |
NICOLE MARTIN Arlington Trust Co LLC | 366 | $161,872.87 | $234,082.62 | $72,209.75 | 44.61% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,328 | $1.03M | $1.52M | $489,024.96 | 47.58% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,103 | $957,274.37 | $1.35M | $388,982.11 | 40.63% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 27,320 | $11.36M | $17.49M | $6.13M | 53.94% |
| KS Kristi Shields ROGCO, LP | 1,321 | $555,894.38 | $851,622.28 | $295,727.9 | 53.2% |
Stacey Cheek Wheelhouse Advisory Group LLC | 344 | $217,985 | $226,334.8 | $8,349.8 | 3.83% |
Syon Capital LLC SYON CAPITAL LLC | 4,238 | $1.88M | $2.78M | $894,565.08 | 47.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 93,591 | $53.22M | $60.9M | $7.67M | 14.42% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 27 | $10,190 | $17,475.48 | $7,285.48 | 71.5% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,515 | $1.52M | $2.25M | $732,992.42 | 48.3% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,167 | $608,870.68 | $759,331.87 | $150,461.19 | 24.71% |
| AK Alisha Kamadia United Community Bank | 65 | $30,060.32 | $41,399.15 | $11,338.83 | 37.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,411 | $10.07M | $12.63M | $2.56M | 25.46% |
Robert Shea NEOS Investment Management LLC | 41,169 | $19.14M | $26.31M | $7.17M | 37.48% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,272 | $581,859.47 | $827,690.4 | $245,830.93 | 42.25% |
RENEE PILKENTON Exchange Bank | 302 | $191,567.16 | $196,851.15 | $5,283.99 | 2.76% |
Teresa Douberly Burford Brothers, Inc. | 445 | $186,580.14 | $287,941.7 | $101,361.56 | 54.33% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 741 | $337,340.06 | $481,953.81 | $144,613.75 | 42.87% |
Riley Stephenson Stephenson & Company, Inc. | 519 | $207,532.71 | $341,491.62 | $133,958.91 | 64.55% |