| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,301 | $858,281.32 | $1.05M | $186,872.05 | 21.77% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,848 | $184,836.26 | $207,659.76 | $22,823.5 | 12.35% |
Syon Capital LLC SYON CAPITAL LLC | 13,826 | $1.45M | $1.55M | $106,499.13 | 7.36% |
Florian Peters denkapparat Operations GmbH | 7,586 | $770,114.29 | $852,438.82 | $82,324.53 | 10.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,342 | $246,122.88 | $263,170.54 | $17,047.66 | 6.93% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,114 | $95,281 | $125,180.18 | $29,899.18 | 31.38% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,503 | $283,233 | $281,262.11 | -$1,970.89 | -0.7% |
| AK Alisha Kamadia United Community Bank | 891 | $87,490.92 | $100,121.67 | $12,630.75 | 14.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,944 | $1.17M | $1.34M | $170,660.52 | 14.57% |
Robert Shea NEOS Investment Management LLC | 52,609 | $5.15M | $5.91M | $764,338.15 | 14.85% |
Teresa Douberly Burford Brothers, Inc. | 3,168 | $287,946.14 | $355,988.16 | $68,042.02 | 23.63% |
James Rankin Modern Wealth Management, LLC | 7,703 | $777,074.62 | $865,586.11 | $88,511.49 | 11.39% |
David Vollmer PFS Partners, LLC | 739 | $65,117.6 | $83,041.43 | $17,923.83 | 27.53% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,146 | $286,191.36 | $353,516.02 | $67,324.66 | 23.52% |
Amir Har-El Savvy Advisors, Inc. | 4,530 | $460,016.19 | $509,036.1 | $49,019.91 | 10.66% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,998 | $365,718.81 | $449,255.26 | $83,536.45 | 22.84% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 296 | $27,127.22 | $33,261.52 | $6,134.3 | 22.61% |
Jeffrey McGrath Cetera Trust Company, N.A | 867 | $78,871.37 | $97,424.79 | $18,553.42 | 23.52% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 36 | $3,237 | $4,045.32 | $808.32 | 24.97% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 191 | $21,617 | $21,462.67 | -$154.33 | -0.71% |