| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 5,398 | $317,316 | $312,058.38 | -$5,257.62 | -1.66% |
NICOLE MARTIN Arlington Trust Co LLC | 4,744 | $271,446.62 | $274,250.64 | $2,804.02 | 1.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,597 | $811,232.84 | $1.14M | $326,614.05 | 40.26% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 9,329 | $384,311.11 | $541,663.2 | $157,352.09 | 40.94% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 15,891 | $934,072.98 | $920,327.26 | -$13,745.72 | -1.47% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 144,530 | $9.06M | $8.36M | -$708,784.26 | -7.82% |
Syon Capital LLC SYON CAPITAL LLC | 14,688 | $590,940.64 | $852,819.06 | $261,878.42 | 44.32% |
Kevin Bresler TD Waterhouse Canada Inc. | 723,366 | $38.23M | $41.93M | $3.7M | 9.67% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 52,173 | $2.42M | $3.02M | $595,863.95 | 24.62% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,766 | $477,011.64 | $567,036.42 | $90,024.78 | 18.87% |
| AK Alisha Kamadia United Community Bank | 44 | $1,725.62 | $2,554.74 | $829.12 | 48.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 182,573 | $8.7M | $10.6M | $1.91M | 21.91% |
Robert Shea NEOS Investment Management LLC | 206,175 | $8.77M | $11.97M | $3.2M | 36.56% |
James Rankin Modern Wealth Management, LLC | 6,341 | $270,015.03 | $368,173.04 | $98,158.01 | 36.35% |
KKM Financial LLC KKM Financial LLC | 110,764 | $4.47M | $6.4M | $1.93M | 43.13% |
Joseph C. Gissy Tactive Advisors, LLC | 10,063 | $482,804.42 | $581,742.03 | $98,937.61 | 20.49% |
David Vollmer PFS Partners, LLC | 558 | $23,434.8 | $32,398.76 | $8,963.96 | 38.25% |
Benj Foor Frazier Financial Advisors, LLC | 100 | $4,875.08 | $5,806.23 | $931.15 | 19.1% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 47,749 | $2.02M | $2.77M | $753,198.09 | 37.3% |
Amir Har-El Savvy Advisors, Inc. | 37,997 | $1.78M | $2.2M | $425,045.68 | 23.92% |