| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mitch S Zides Constant Guidance Financial LLC | 21,780 | $2.7M | $2.69M | -$8,277.03 | -0.31% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 167,059 | $18.26M | $20.95M | $2.7M | 14.78% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,786 | $326,548.4 | $347,873.89 | $21,325.49 | 6.53% |
Jae Cho Marex Group plc | 6,796 | $860,238 | $842,160.32 | -$18,077.68 | -2.1% |
Kristy DeJarnette Financial Security Advisor, Inc. | 5,575 | $561,581.98 | $686,784.25 | $125,202.27 | 22.29% |
NICOLE MARTIN Arlington Trust Co LLC | 24 | $3,143 | $3,010.32 | -$132.68 | -4.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 202,714 | $21.59M | $25.43M | $3.83M | 17.76% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,924 | $580,487.79 | $614,835.26 | $34,347.47 | 5.92% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,790 | $725,911.21 | $726,239.7 | $328.49 | 0.05% |
| KS Kristi Shields ROGCO, LP | 4,921 | $581,495.81 | $617,241.03 | $35,745.22 | 6.15% |
Syon Capital LLC SYON CAPITAL LLC | 12,526 | $1.45M | $1.55M | $100,485.05 | 6.92% |
Florian Peters denkapparat Operations GmbH | 3,354 | $424,549 | $413,682.36 | -$10,866.64 | -2.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 25,694 | $3.03M | $3.22M | $189,614.94 | 6.25% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,716 | $608,515.82 | $716,957.88 | $108,442.06 | 17.82% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 3,438 | $435,904 | $431,228.34 | -$4,675.66 | -1.07% |
| AK Alisha Kamadia United Community Bank | 14,888 | $1.81M | $1.84M | $23,876.86 | 1.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 68,916 | $7.42M | $8.64M | $1.22M | 16.45% |
Robert Shea NEOS Investment Management LLC | 126,358 | $14.56M | $15.57M | $1M | 6.9% |
RENEE PILKENTON Exchange Bank | 3,045 | $273,256.7 | $381,934.35 | $108,677.65 | 39.77% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,742 | $439,061.56 | $594,789.06 | $155,727.5 | 35.47% |