| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 42 | $9,232.86 | $9,748.2 | $515.34 | 5.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 34,908 | $8.78M | $8.13M | -$642,660.58 | -7.32% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,470 | $646,293.71 | $574,744.3 | -$71,549.41 | -11.07% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 1,152 | $279,512.04 | $267,413.76 | -$12,098.28 | -4.33% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,352 | $1.15M | $1.24M | $93,212.39 | 8.1% |
| KS Kristi Shields ROGCO, LP | 4,463 | $1.24M | $1.03M | -$206,839.83 | -16.67% |
Syon Capital LLC SYON CAPITAL LLC | 3,706 | $919,118.78 | $863,287.5 | -$55,831.28 | -6.07% |
Kevin Bresler TD Waterhouse Canada Inc. | 131,314 | $33.62M | $30.74M | -$2.87M | -8.55% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,072 | $1.36M | $1.64M | $283,000.6 | 20.8% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 948 | $232,746.36 | $221,945.76 | -$10,800.6 | -4.64% |
| AK Alisha Kamadia United Community Bank | 6,699 | $1.42M | $1.55M | $129,288.55 | 9.1% |
Mark Romin Lakeshore Financial Planning, Inc. | 972 | $215,232.86 | $226,670.4 | $11,437.54 | 5.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 112,698 | $27.79M | $26.38M | -$1.41M | -5.07% |
Mark Petersen Prosperitas Financial LLC | 1,823 | $381,722.18 | $425,588.46 | $43,866.28 | 11.49% |
Robert Shea NEOS Investment Management LLC | 151,373 | $37.5M | $35.03M | -$2.47M | -6.59% |
RENEE PILKENTON Exchange Bank | 11,496 | $2.13M | $2.72M | $584,763.73 | 27.39% |
Teresa Douberly Burford Brothers, Inc. | 5,897 | $1.15M | $1.37M | $224,243.67 | 19.54% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 5,077 | $840,818.26 | $1.18M | $338,314.99 | 40.24% |
Charles Corkery PUREfi Wealth, LLC | 1,185 | $273,030.93 | $274,446 | $1,415.07 | 0.52% |
Mark Weber DecisionMap Wealth Management, LLC | 916 | $207,043.58 | $213,968.44 | $6,924.86 | 3.34% |