| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 1,068 | $248,192.47 | $314,547.36 | $66,354.89 | 26.74% |
NICOLE MARTIN Arlington Trust Co LLC | 13 | $3,384 | $3,730.35 | $346.35 | 10.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 82,141 | $22.16M | $23.57M | $1.41M | 6.36% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,098 | $259,193.24 | $325,622.88 | $66,429.64 | 25.63% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 6,719 | $1.76M | $1.98M | $219,658.67 | 12.49% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 13,611 | $3.66M | $3.91M | $245,947.37 | 6.72% |
Syon Capital LLC SYON CAPITAL LLC | 8,701 | $2.15M | $2.53M | $377,882.39 | 17.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,755 | $1.23M | $1.36M | $138,668.7 | 11.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,144 | $1.07M | $1.19M | $120,638.49 | 11.29% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,557 | $1.19M | $1.31M | $113,076.32 | 9.47% |
| AK Alisha Kamadia United Community Bank | 3 | $782.28 | $877.53 | $95.25 | 12.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,596 | $6.75M | $7.63M | $883,819.05 | 13.1% |
Robert Shea NEOS Investment Management LLC | 42,714 | $10.92M | $12.58M | $1.66M | 15.17% |
RENEE PILKENTON Exchange Bank | 1,767 | $443,236.8 | $507,040.67 | $63,803.87 | 14.39% |
Charles Corkery PUREfi Wealth, LLC | 1,353 | $342,261.4 | $388,243.36 | $45,981.96 | 13.43% |
Mark Weber DecisionMap Wealth Management, LLC | 914 | $239,076.1 | $262,272.31 | $23,196.21 | 9.7% |
James Rankin Modern Wealth Management, LLC | 2,844 | $729,014.41 | $827,063.64 | $98,049.23 | 13.45% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,988 | $520,784.34 | $570,456.62 | $49,672.28 | 9.54% |
David Vollmer PFS Partners, LLC | 158 | $38,979.57 | $45,338.1 | $6,358.53 | 16.31% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,580 | $1.99M | $2.18M | $189,576.01 | 9.55% |