| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,421 | $2.12M | $2.89M | $769,143.08 | 36.21% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,922 | $494,642.35 | $547,827.66 | $53,185.31 | 10.75% |
Syon Capital LLC SYON CAPITAL LLC | 5,148 | $1.34M | $1.42M | $85,166.57 | 6.37% |
Kevin Bresler TD Waterhouse Canada Inc. | 37,748 | $9.02M | $10.48M | $1.46M | 16.15% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,314 | $644,704 | $642,435.82 | -$2,268.18 | -0.35% |
Melissa S. Kampmann Kampmann Melissa S. | 13,423 | $3.41M | $3.73M | $321,232.49 | 9.43% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,834 | $839,473.03 | $1.06M | $224,960.39 | 26.8% |
| AK Alisha Kamadia United Community Bank | 283 | $55,701.88 | $78,795.69 | $23,093.81 | 41.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,549 | $2.48M | $2.65M | $167,746.25 | 6.75% |
Robert Shea NEOS Investment Management LLC | 41,791 | $10.71M | $11.89M | $1.17M | 10.95% |
James Rankin Modern Wealth Management, LLC | 1,679 | $438,124.13 | $463,588.67 | $25,464.54 | 5.81% |
Benj Foor Frazier Financial Advisors, LLC | 79 | $15,670 | $22,517.37 | $6,847.37 | 43.7% |
Lydia Gallas Harbour Trust & Investment Management Co | 27,295 | $5.71M | $7.58M | $1.87M | 32.82% |
Amir Har-El Savvy Advisors, Inc. | 3,496 | $877,672.49 | $970,594.48 | $92,921.99 | 10.59% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 749 | $208,679 | $207,944.87 | -$734.13 | -0.35% |
Owen McCabe Tyche Wealth Partners LLC | 2,477 | $615,941.15 | $701,337.8 | $85,396.65 | 13.86% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,144 | $279,373.63 | $317,608.72 | $38,235.09 | 13.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 65 | $13,999.08 | $18,045.95 | $4,046.87 | 28.91% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,942 | $781,895.46 | $1.1M | $315,675.6 | 40.37% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,260 | $338,163.75 | $349,813.8 | $11,650.05 | 3.45% |