| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 13 | $3,384 | $3,532.29 | $148.29 | 4.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 82,141 | $22.16M | $22.22M | $60,663.93 | 0.27% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,098 | $259,193.24 | $299,106.18 | $39,912.94 | 15.4% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 6,719 | $1.76M | $1.83M | $70,698.44 | 4.02% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 13,970 | $3.76M | $3.81M | $50,467.22 | 1.34% |
Syon Capital LLC SYON CAPITAL LLC | 8,701 | $2.15M | $2.36M | $207,342.79 | 9.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,755 | $1.23M | $1.29M | $63,729.85 | 5.2% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,106 | $1.06M | $1.12M | $61,280.22 | 5.79% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,557 | $1.19M | $1.24M | $41,257.95 | 3.45% |
| AK Alisha Kamadia United Community Bank | 3 | $782.28 | $816.69 | $34.41 | 4.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,394 | $6.43M | $6.89M | $453,529.09 | 7.05% |
Robert Shea NEOS Investment Management LLC | 42,714 | $10.92M | $11.64M | $719,341.58 | 6.59% |
RENEE PILKENTON Exchange Bank | 1,767 | $443,236.8 | $486,896.85 | $43,660.05 | 9.85% |
Charles Corkery PUREfi Wealth, LLC | 1,353 | $342,261.4 | $370,383.75 | $28,122.35 | 8.22% |
Mark Weber DecisionMap Wealth Management, LLC | 914 | $239,076.1 | $250,691.92 | $11,615.82 | 4.86% |
James Rankin Modern Wealth Management, LLC | 2,844 | $729,014.41 | $771,349.68 | $42,335.27 | 5.81% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,988 | $520,784.34 | $544,552.96 | $23,768.62 | 4.56% |
David Vollmer PFS Partners, LLC | 158 | $38,979.57 | $43,013.92 | $4,034.35 | 10.35% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,580 | $1.99M | $2.08M | $97,327.33 | 4.9% |
Amir Har-El Savvy Advisors, Inc. | 5,614 | $1.41M | $1.52M | $117,757.17 | 8.38% |