| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 328 | $12,670.2 | $16,263.88 | $3,593.68 | 28.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,135 | $707,741.34 | $891,516.6 | $183,775.26 | 25.97% |
JOHN TERRILL Peoples Bank/KS | 5,030 | $190,889.47 | $247,476 | $56,586.53 | 29.64% |
Syon Capital LLC SYON CAPITAL LLC | 29,588 | $1.11M | $1.46M | $351,080.73 | 31.64% |
Florian Peters denkapparat Operations GmbH | 35,370 | $1.92M | $1.76M | -$165,450.67 | -8.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 41,253 | $1.79M | $2.02M | $237,076.98 | 13.28% |
Brian Glenn Premier Path Wealth Partners, LLC | 11,240 | $420,230.08 | $557,841.2 | $137,611.12 | 32.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,496 | $653,592.64 | $808,633.92 | $155,041.28 | 23.72% |
James Rankin Modern Wealth Management, LLC | 4,322 | $226,580 | $212,166.98 | -$14,413.02 | -6.36% |
Amir Har-El Savvy Advisors, Inc. | 6,137 | $303,484.75 | $302,032.45 | -$1,452.3 | -0.48% |
Joseph Morrison Sentry LLC | 7,468 | $265,711 | $372,167.78 | $106,456.78 | 40.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,323 | $200,582.21 | $261,359.3 | $60,777.09 | 30.3% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,905 | $300,693.51 | $392,206.57 | $91,513.06 | 30.43% |
PETER KRUSSEL Southland Equity Partners LLC | 4,265 | $234,479.11 | $211,501.35 | -$22,977.76 | -9.8% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 18,083 | $685,966.07 | $897,730.53 | $211,764.46 | 30.87% |
Taylor Wagner Valued Wealth Advisors LLC | 37 | $2,043 | $1,831.68 | -$211.32 | -10.34% |
Julie Beswick Advantage Trust Co | 240 | $12,581 | $11,923.2 | -$657.8 | -5.23% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $221.6 | $297.03 | $75.43 | 34.04% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 20,367 | $876,027.14 | $974,968.29 | $98,941.15 | 11.29% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 70 | $3,863.85 | $3,431.4 | -$432.45 | -11.19% |