| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,952 | $662,004.8 | $1.13M | $472,622.74 | 71.39% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 14,430 | $839,696.2 | $1.62M | $775,886.6 | 92.4% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,000 | $272,553.63 | $684,060.01 | $411,506.38 | 150.98% |
Syon Capital LLC SYON CAPITAL LLC | 14,104 | $976,033.95 | $1.45M | $478,652.61 | 49.04% |
Florian Peters denkapparat Operations GmbH | 9,280 | $709,962.45 | $1.03M | $321,509.55 | 45.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 128,869 | $11.99M | $14.69M | $2.7M | 22.54% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,837 | $287,562.1 | $551,466.38 | $263,904.28 | 91.77% |
| AK Alisha Kamadia United Community Bank | 2,859 | $201,430.07 | $292,504.29 | $91,074.22 | 45.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,593 | $710,611.68 | $979,687.95 | $269,076.27 | 37.87% |
Robert Shea NEOS Investment Management LLC | 73,023 | $5.96M | $7.87M | $1.9M | 31.89% |
James Rankin Modern Wealth Management, LLC | 6,128 | $512,251.93 | $632,041.92 | $119,789.99 | 23.38% |
Menachem Striks Morton Capital Management LLC/CA | 2,489 | $112,784.03 | $283,770.89 | $170,986.86 | 151.61% |
Amir Har-El Savvy Advisors, Inc. | 4,601 | $358,269.99 | $524,560.02 | $166,290.03 | 46.41% |
Ann Keitner Quantum Portfolio Management LLC | 672 | $75,096 | $69,310.08 | -$5,785.92 | -7.7% |
Joseph Morrison Sentry LLC | 6,512 | $297,075.56 | $671,647.68 | $374,572.12 | 126.09% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 539 | $60,233 | $61,451.39 | $1,218.39 | 2.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,645 | $240,147.53 | $301,556.46 | $61,408.93 | 25.57% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 223 | $11,500.46 | $25,424.23 | $13,923.77 | 121.07% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 800 | $33,875 | $91,208 | $57,333 | 169.25% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,917 | $343,913.41 | $446,577.18 | $102,663.77 | 29.85% |