| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 370 | $19,913.42 | $29,128.25 | $9,214.83 | 46.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 263,828 | $17.5M | $20.73M | $3.23M | 18.44% |
Matthew J. Syverson Sound Stewardship, LLC | 26,860 | $1.34M | $2.12M | $778,541.61 | 57.94% |
MICHAEL DE LUZ Williams & Novak, LLC | 28,313 | $1.58M | $2.24M | $662,492.21 | 42% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,950 | $390,721.87 | $468,949.25 | $78,227.38 | 20.02% |
Syon Capital LLC SYON CAPITAL LLC | 11,180 | $746,977.02 | $879,586.5 | $132,609.48 | 17.75% |
Kevin Bresler TD Waterhouse Canada Inc. | 96,188 | $5.57M | $7.59M | $2.02M | 36.28% |
Brian Glenn Premier Path Wealth Partners, LLC | 134,517 | $7.57M | $10.61M | $3.04M | 40.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 197,951 | $14.22M | $15.61M | $1.4M | 9.82% |
Mark Weber DecisionMap Wealth Management, LLC | 24,390 | $1.72M | $1.93M | $205,916.4 | 11.94% |
James Rankin Modern Wealth Management, LLC | 12,767 | $816,922.55 | $1M | $187,138.16 | 22.91% |
Joseph C. Gissy Tactive Advisors, LLC | 6,402 | $410,090.38 | $505,021.77 | $94,931.39 | 23.15% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 320,958 | $20.63M | $25.35M | $4.73M | 22.91% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 125,283 | $6.94M | $9.9M | $2.97M | 42.82% |
David Vollmer PFS Partners, LLC | 231,763 | $12.76M | $18.25M | $5.49M | 43.03% |
Benj Foor Frazier Financial Advisors, LLC | 50 | $3,509.03 | $3,938 | $428.97 | 12.22% |
Scott L. Comeau BCU Wealth Advisors, LLC | 5,197 | $309,472.57 | $409,887.39 | $100,414.82 | 32.45% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,651 | $228,901.64 | $288,885.37 | $59,983.73 | 26.21% |
Amir Har-El Savvy Advisors, Inc. | 11,366 | $793,662.93 | $893,026.62 | $99,363.69 | 12.52% |
Ann Keitner Quantum Portfolio Management LLC | 121 | $9,171 | $9,521.49 | $350.49 | 3.82% |