| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,620 | $807,014.01 | $972,491.57 | $165,477.56 | 20.5% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 267 | $93,554.6 | $99,105.06 | $5,550.46 | 5.93% |
Syon Capital LLC SYON CAPITAL LLC | 4,219 | $1.44M | $1.57M | $127,129.25 | 8.84% |
Florian Peters denkapparat Operations GmbH | 2,366 | $1.07M | $878,211.86 | -$188,369.32 | -17.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,695 | $5.55M | $5.83M | $270,690.87 | 4.87% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,302 | $775,620.01 | $854,456.34 | $78,836.33 | 10.16% |
| AK Alisha Kamadia United Community Bank | 47 | $16,885.53 | $17,445.46 | $559.93 | 3.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,793 | $1M | $1.04M | $36,200.45 | 3.62% |
Robert Shea NEOS Investment Management LLC | 22,625 | $8.21M | $8.4M | $189,417.03 | 2.31% |
Savoie Capital LLC Savoie Capital LLC | 15,250 | $4.13M | $5.66M | $1.53M | 37.13% |
James Rankin Modern Wealth Management, LLC | 749 | $300,709.85 | $278,013.81 | -$22,696.04 | -7.55% |
KKM Financial LLC KKM Financial LLC | 15,506 | $7.24M | $5.76M | -$1.48M | -20.49% |
David Vollmer PFS Partners, LLC | 10 | $3,839 | $3,711.8 | -$127.2 | -3.31% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $10,885 | $8,537.14 | -$2,347.86 | -21.57% |
Amir Har-El Savvy Advisors, Inc. | 1,037 | $460,141.3 | $384,913.65 | -$75,227.65 | -16.35% |
United Advisor Group LLC United Advisor Group, LLC | 441 | $205,885.67 | $163,690.38 | -$42,195.29 | -20.49% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,043 | $318,686.93 | $387,140.73 | $68,453.8 | 21.48% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 85 | $25,078.18 | $31,550.3 | $6,472.12 | 25.81% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,173 | $864,315.14 | $1.18M | $313,438.97 | 36.26% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 152 | $71,885 | $56,419.36 | -$15,465.64 | -21.51% |