| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,166 | $1.56M | $2.5M | $936,158.46 | 59.88% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,598 | $262,279.83 | $647,781.26 | $385,501.43 | 146.98% |
Syon Capital LLC SYON CAPITAL LLC | 4,370 | $795,050.55 | $2.14M | $1.35M | 169.77% |
Kevin Bresler TD Waterhouse Canada Inc. | 38,158 | $4.39M | $15.47M | $11.08M | 252.34% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 505 | $218,145 | $204,711.85 | -$13,433.15 | -6.16% |
| AK Alisha Kamadia United Community Bank | 44 | $5,777.45 | $21,318 | $15,540.55 | 268.99% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 721 | $311,083 | $292,271.77 | -$18,811.23 | -6.05% |
Greg Werlinich Werlinich Asset Management, LLC | 22,293 | $2.78M | $9.04M | $6.26M | 225.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,980 | $5.45M | $17.42M | $11.97M | 219.68% |
Robert Shea NEOS Investment Management LLC | 47,895 | $7.72M | $21.93M | $14.21M | 184.13% |
James Rankin Modern Wealth Management, LLC | 7,301 | $2.03M | $3.58M | $1.56M | 76.9% |
David Vollmer PFS Partners, LLC | 35 | $3,262.23 | $14,187.95 | $10,925.72 | 334.92% |
Benj Foor Frazier Financial Advisors, LLC | 14 | $6,041 | $6,352.22 | $311.22 | 5.15% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,107 | $391,109.12 | $1.26M | $868,375.47 | 222.03% |
Angela Kelley HTLF Bank | 36,521 | $4.21M | $14.8M | $10.6M | 251.76% |
Amir Har-El Savvy Advisors, Inc. | 6,497 | $896,545.89 | $2.63M | $1.74M | 193.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,205 | $197,776.76 | $488,470.85 | $290,694.09 | 146.98% |
United Advisor Group LLC United Advisor Group, LLC | 2,295 | $990,257 | $930,324.15 | -$59,932.85 | -6.05% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,572 | $258,060 | $637,241.64 | $379,181.64 | 146.94% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 72 | $10,220.52 | $29,186.64 | $18,966.12 | 185.57% |