| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 189 | $59,892.38 | $78,472.8 | $18,580.42 | 31.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 69,297 | $20.06M | $28.77M | $8.71M | 43.45% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,104 | $670,931.86 | $944,001.7 | $273,069.84 | 40.7% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 511 | $163,959.42 | $212,167.21 | $48,207.79 | 29.4% |
| KS Kristi Shields ROGCO, LP | 1,038 | $345,865.26 | $430,977.61 | $85,112.35 | 24.61% |
Syon Capital LLC SYON CAPITAL LLC | 8,055 | $2.11M | $3.64M | $1.53M | 72.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 188,970 | $58.39M | $78.46M | $20.07M | 34.37% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 225 | $47,988 | $93,420 | $45,432 | 94.67% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,706 | $1.59M | $2.78M | $1.19M | 74.84% |
| AK Alisha Kamadia United Community Bank | 2,390 | $816,816.61 | $1.1M | $282,487.77 | 34.58% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 484 | $206,242 | $200,956.8 | -$5,285.2 | -2.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,098 | $12.39M | $16.65M | $4.26M | 34.36% |
Robert Shea NEOS Investment Management LLC | 63,262 | $20.98M | $29.06M | $8.07M | 38.46% |
RENEE PILKENTON Exchange Bank | 562 | $239,481 | $233,342.41 | -$6,138.59 | -2.56% |
Charles Corkery PUREfi Wealth, LLC | 2,822 | $873,171.93 | $1.17M | $298,522.5 | 34.19% |
James Rankin Modern Wealth Management, LLC | 8,165 | $2.56M | $3.69M | $1.13M | 44.17% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 546 | $204,495 | $226,699.21 | $22,204.21 | 10.86% |
David Vollmer PFS Partners, LLC | 50 | $17,915.66 | $20,760 | $2,844.34 | 15.88% |
Benj Foor Frazier Financial Advisors, LLC | 107 | $26,497.94 | $48,007.69 | $21,509.75 | 81.18% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,239 | $971,371.13 | $1.34M | $373,461.7 | 38.45% |