| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 31,319 | $3.93M | $4.78M | $850,403.97 | 21.67% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 13,560 | $2.01M | $2.04M | $27,831.04 | 1.38% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,655 | $411,511.21 | $404,834.4 | -$6,676.81 | -1.62% |
| KS Kristi Shields ROGCO, LP | 4,620 | $620,201.5 | $704,457.6 | $84,256.1 | 13.59% |
Syon Capital LLC SYON CAPITAL LLC | 7,375 | $1.02M | $1.14M | $119,419.14 | 11.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 29,024 | $4.27M | $4.43M | $152,650.38 | 3.57% |
| MC Megan Claucherty Kodai Capital Management LP | 196,388 | $33.88M | $29.95M | -$3.93M | -11.61% |
Melissa S. Kampmann Kampmann Melissa S. | 15,074 | $2.6M | $2.3M | -$301,781.86 | -11.61% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,287 | $769,193.53 | $806,161.76 | $36,968.23 | 4.81% |
| AK Alisha Kamadia United Community Bank | 1,216 | $179,537.87 | $184,017.28 | $4,479.41 | 2.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,430 | $3.27M | $3.42M | $150,968.43 | 4.62% |
Robert Shea NEOS Investment Management LLC | 91,026 | $14.32M | $13.7M | -$618,509.29 | -4.32% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 11,769 | $1.9M | $1.79M | -$102,977.37 | -5.43% |
Teresa Douberly Burford Brothers, Inc. | 2,424 | $311,977.16 | $369,611.52 | $57,634.36 | 18.47% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 6,508 | $857,303.91 | $992,339.84 | $135,035.93 | 15.75% |
James Rankin Modern Wealth Management, LLC | 2,518 | $399,363.71 | $389,610.14 | -$9,753.57 | -2.44% |
David Vollmer PFS Partners, LLC | 1,018 | $130,759.64 | $155,224.64 | $24,465 | 18.71% |
Benj Foor Frazier Financial Advisors, LLC | 138 | $17,723.84 | $20,774.52 | $3,050.68 | 17.21% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 18,382 | $2.35M | $2.8M | $453,808.01 | 19.32% |
Angela Kelley HTLF Bank | 2,524 | $324,850.66 | $384,859.52 | $60,008.86 | 18.47% |