| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,163 | $2M | $3.12M | $1.13M | 56.31% |
JOHN TERRILL Peoples Bank/KS | 745 | $173,294.45 | $229,012.99 | $55,718.54 | 32.15% |
Syon Capital LLC SYON CAPITAL LLC | 6,014 | $1.24M | $2.01M | $767,877.51 | 61.69% |
Florian Peters denkapparat Operations GmbH | 2,940 | $558,276.6 | $931,862.4 | $373,585.8 | 66.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 31,275 | $7.91M | $9.61M | $1.7M | 21.47% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 854 | $203,953.92 | $262,519.59 | $58,565.67 | 28.72% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,825 | $398,700.68 | $561,004.98 | $162,304.3 | 40.71% |
| AK Alisha Kamadia United Community Bank | 1,121 | $321,525.22 | $366,309.17 | $44,783.95 | 13.93% |
Nitin Wadke Tribune Investment Group LP | 23,590 | $5.49M | $7.71M | $2.22M | 40.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,953 | $1.6M | $2.14M | $537,170.32 | 33.57% |
Robert Shea NEOS Investment Management LLC | 35,017 | $7.83M | $11.38M | $3.56M | 45.45% |
RENEE PILKENTON Exchange Bank | 2,703 | $537,140.36 | $830,902.17 | $293,761.81 | 54.69% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 872 | $199,691.41 | $268,052.79 | $68,361.38 | 34.23% |
James Rankin Modern Wealth Management, LLC | 3,422 | $935,479.22 | $1.15M | $209,658.89 | 22.41% |
KKM Financial LLC KKM Financial LLC | 23,863 | $5.49M | $7.99M | $2.49M | 45.35% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,927 | $810,756.78 | $1.21M | $396,402.98 | 48.89% |
David Vollmer PFS Partners, LLC | 425 | $88,514.75 | $130,645 | $42,130.25 | 47.6% |
Amir Har-El Savvy Advisors, Inc. | 4,204 | $932,594.27 | $1.29M | $359,715.29 | 38.57% |
Joseph Morrison Sentry LLC | 353,475 | $71.32M | $118.29M | $46.97M | 65.86% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 211 | $66,070 | $64,861.4 | -$1,208.6 | -1.83% |