| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 163 | $221,266 | $218,367.84 | -$2,898.16 | -1.31% |
NICOLE MARTIN Arlington Trust Co LLC | 15 | $16,361.9 | $19,899.75 | $3,537.85 | 21.62% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 914 | $849,651.51 | $1.21M | $364,199.9 | 42.86% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 426 | $412,232.87 | $564,814.23 | $152,581.36 | 37.01% |
Syon Capital LLC SYON CAPITAL LLC | 1,181 | $1.09M | $1.55M | $465,001.62 | 42.75% |
Florian Peters denkapparat Operations GmbH | 1,150 | $1.31M | $1.53M | $212,840.72 | 16.2% |
Kevin Bresler TD Waterhouse Canada Inc. | 16,368 | $14.2M | $21.78M | $7.58M | 53.41% |
| MC Megan Claucherty Kodai Capital Management LP | 68,434 | $67.6M | $91.42M | $23.82M | 35.23% |
Brian Glenn Premier Path Wealth Partners, LLC | 771 | $726,750.01 | $1.03M | $299,219.69 | 41.17% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 21,059 | $18.76M | $28.03M | $9.27M | 49.44% |
| AK Alisha Kamadia United Community Bank | 241 | $243,628.59 | $319,390.07 | $75,761.48 | 31.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,453 | $1.55M | $1.93M | $386,221.05 | 24.96% |
Robert Shea NEOS Investment Management LLC | 6,816 | $7.27M | $9.04M | $1.77M | 24.38% |
Charles Corkery PUREfi Wealth, LLC | 362 | $384,188.38 | $481,501.63 | $97,313.25 | 25.33% |
James Rankin Modern Wealth Management, LLC | 1,121 | $1.15M | $1.48M | $330,237.84 | 28.7% |
Benj Foor Frazier Financial Advisors, LLC | 13 | $13,239.62 | $17,233.12 | $3,993.5 | 30.16% |
Amir Har-El Savvy Advisors, Inc. | 953 | $940,961.01 | $1.26M | $318,428.49 | 33.84% |
Joseph Morrison Sentry LLC | 1,050 | $723,250.5 | $1.41M | $689,503.5 | 95.33% |
David W. Lewis Lewis Asset Management, LLC | 660 | $686,558.4 | $877,225.8 | $190,667.4 | 27.77% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 5 | $6,802 | $6,632.4 | -$169.6 | -2.49% |