| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,872 | $1.05M | $1.32M | $265,352.82 | 25.23% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,440 | $464,737.81 | $639,304.42 | $174,566.61 | 37.56% |
Syon Capital LLC SYON CAPITAL LLC | 3,518 | $622,653.4 | $948,487.98 | $325,834.58 | 52.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,640 | $2.49M | $3.7M | $1.21M | 48.6% |
| AK Alisha Kamadia United Community Bank | 1,545 | $253,968.85 | $404,805.47 | $150,836.62 | 59.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,880 | $2.87M | $3.76M | $893,166.61 | 31.13% |
Robert Shea NEOS Investment Management LLC | 27,361 | $5.51M | $7.17M | $1.66M | 30.18% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 8 | $1,545.6 | $2,143.76 | $598.16 | 38.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 413 | $79,680.16 | $111,596.73 | $31,916.57 | 40.06% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,461 | $301,231.66 | $395,989.45 | $94,757.79 | 31.46% |
Taylor Wagner Valued Wealth Advisors LLC | 2 | $423 | $536.94 | $113.94 | 26.94% |
Darin Sadow Freestone Grove Partners LP | 200,320 | $34.16M | $54.01M | $19.85M | 58.11% |
Curtis Burkholder Bare Financial Services, Inc | 26 | $4,847.87 | $7,047.04 | $2,199.17 | 45.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $852.5 | $1,343.92 | $491.42 | 57.64% |
Joshua Stipcich Tidemark, LLC | 1 | $193 | $268.84 | $75.84 | 39.3% |
Rob Dainard Hara Capital LLC | 440 | $81,633.36 | $117,928.8 | $36,295.44 | 44.46% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 13 | $2,216.99 | $3,493.88 | $1,276.89 | 57.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,722 | $336,936.22 | $451,181.24 | $114,245.02 | 33.91% |
Craig Silberg EVERPAR ADVISORS LLC | 1,980 | $445,182.73 | $530,679.6 | $85,496.87 | 19.2% |
Carol Smith Access Investment Management LLC | 2,563 | $487,849.09 | $694,009.14 | $206,160.05 | 42.26% |