| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,952 | $662,004.8 | $1.22M | $558,259.68 | 84.33% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 14,430 | $839,696.2 | $1.74M | $901,139 | 107.32% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,018 | $274,462.53 | $725,379.63 | $450,917.1 | 164.29% |
Syon Capital LLC SYON CAPITAL LLC | 14,104 | $976,033.95 | $1.75M | $771,733.73 | 79.07% |
Florian Peters denkapparat Operations GmbH | 9,280 | $709,962.45 | $1.12M | $409,855.15 | 57.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 128,869 | $11.99M | $15.84M | $3.85M | 32.1% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,339 | $343,663.21 | $643,536.36 | $299,873.15 | 87.26% |
| AK Alisha Kamadia United Community Bank | 2,859 | $201,430.07 | $341,436.07 | $140,006 | 69.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,365 | $1.02M | $1.4M | $376,499.16 | 36.9% |
Robert Shea NEOS Investment Management LLC | 73,023 | $5.96M | $8.73M | $2.77M | 46.45% |
James Rankin Modern Wealth Management, LLC | 6,128 | $512,251.93 | $752,916.72 | $240,664.79 | 46.98% |
Menachem Striks Morton Capital Management LLC/CA | 2,489 | $112,784.03 | $303,384.21 | $190,600.18 | 169% |
Amir Har-El Savvy Advisors, Inc. | 5,020 | $405,093.41 | $615,853.6 | $210,760.19 | 52.03% |
Ann Keitner Quantum Portfolio Management LLC | 672 | $75,096 | $80,270.4 | $5,174.4 | 6.89% |
Joseph Morrison Sentry LLC | 6,512 | $297,075.56 | $805,078.56 | $508,003 | 171% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 539 | $60,233 | $64,855.17 | $4,622.17 | 7.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,792 | $256,576.36 | $335,807.8 | $79,231.44 | 30.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 223 | $11,500.46 | $27,511.51 | $16,011.05 | 139.22% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 800 | $33,875 | $96,824 | $62,949 | 185.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,230 | $284,075.71 | $396,999.3 | $112,923.59 | 39.75% |