| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 1,143 | $142,435.76 | $192,029.71 | $49,593.95 | 34.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,320 | $1.36M | $2.23M | $872,860.6 | 64.21% |
Syon Capital LLC SYON CAPITAL LLC | 1,724 | $240,546.48 | $290,787.08 | $50,240.6 | 20.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,144 | $204,433 | $191,722.96 | -$12,710.04 | -6.22% |
Robert Shea NEOS Investment Management LLC | 12,335 | $1.78M | $2.07M | $284,905.73 | 15.96% |
RENEE PILKENTON Exchange Bank | 6,750 | $739,935 | $1.14M | $402,435 | 54.39% |
James Rankin Modern Wealth Management, LLC | 1,324 | $236,604 | $222,339.32 | -$14,264.68 | -6.03% |
Amir Har-El Savvy Advisors, Inc. | 1,637 | $228,855.12 | $273,902.86 | $45,047.74 | 19.68% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 28 | $5,003 | $4,708.2 | -$294.8 | -5.89% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 664 | $75,231.48 | $111,545.36 | $36,313.88 | 48.27% |
Taylor Wagner Valued Wealth Advisors LLC | 41 | $5,986.73 | $6,918.34 | $931.61 | 15.56% |
Darin Sadow Freestone Grove Partners LP | 274,736 | $36.68M | $46.1M | $9.42M | 25.69% |
Keisuke Ichihara Rakuten Securities, Inc. | 38 | $6,790 | $6,412.12 | -$377.88 | -5.57% |
Joshua Stipcich Tidemark, LLC | 14 | $1,948 | $2,346.82 | $398.82 | 20.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,255 | $268,572.17 | $377,509.55 | $108,937.38 | 40.56% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 150,975 | $23.04M | $25.36M | $2.32M | 10.07% |
Matthew Stead Sachetta, LLC | 68 | $6,559.29 | $11,411.76 | $4,852.47 | 73.98% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 35 | $4,990.06 | $5,865.65 | $875.59 | 17.55% |
Nicholas Holmes Objectivity Squared, LLC | 1,356 | $242,235 | $228,187.68 | -$14,047.32 | -5.8% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,374 | $196,440.68 | $229,808.37 | $33,367.69 | 16.99% |