| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 507 | $444,710.37 | $517,221.1 | $72,510.73 | 16.31% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 986 | $787,222.06 | $1.01M | $218,497.94 | 27.76% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 120 | $96,546.21 | $122,400 | $25,853.79 | 26.78% |
| KS Kristi Shields ROGCO, LP | 13 | $10,729.33 | $13,260 | $2,530.67 | 23.59% |
Syon Capital LLC SYON CAPITAL LLC | 885 | $684,981.95 | $902,700 | $217,718.05 | 31.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,053 | $4.85M | $5.15M | $301,849.38 | 6.22% |
| MC Megan Claucherty Kodai Capital Management LP | 73,160 | $65.85M | $74.62M | $8.77M | 13.32% |
Brian Glenn Premier Path Wealth Partners, LLC | 744 | $635,260.4 | $758,880 | $123,619.6 | 19.46% |
| AK Alisha Kamadia United Community Bank | 8 | $6,129.33 | $8,160 | $2,030.67 | 33.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,638 | $2.97M | $3.71M | $737,274.03 | 24.79% |
Robert Shea NEOS Investment Management LLC | 26,455 | $21.3M | $26.98M | $5.68M | 26.68% |
James Rankin Modern Wealth Management, LLC | 285 | $231,815.98 | $290,700 | $58,884.02 | 25.4% |
KKM Financial LLC KKM Financial LLC | 6,205 | $4.75M | $6.33M | $1.58M | 33.13% |
David Vollmer PFS Partners, LLC | 18 | $14,068.69 | $18,362.88 | $4,294.19 | 30.52% |
Amir Har-El Savvy Advisors, Inc. | 761 | $595,131.67 | $776,220 | $181,088.33 | 30.43% |
Ann Keitner Quantum Portfolio Management LLC | 582 | $470,937.32 | $593,640 | $122,702.68 | 26.05% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 8 | $8,339 | $8,161.28 | -$177.72 | -2.13% |
Owen McCabe Tyche Wealth Partners LLC | 536 | $438,706.53 | $546,720 | $108,013.47 | 24.62% |
Jeff Ramsey Quotient Wealth Partners, LLC | 279 | $273,487 | $284,580 | $11,093 | 4.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 21 | $17,677.65 | $21,420 | $3,742.35 | 21.17% |