| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Greer GSG Advisors LLC | 21,037 | $1.56M | $2.06M | $492,043.89 | 31.45% |
Jae Cho Marex Group plc | 4,352 | $359,615.42 | $426,496 | $66,880.58 | 18.6% |
Christopher Barr Red Mountain Financial, LLC | 2,998 | $247,859.85 | $283,430.92 | $35,571.07 | 14.35% |
NICOLE MARTIN Arlington Trust Co LLC | 21,247 | $1.38M | $2.01M | $623,850.82 | 45.05% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 57,014 | $3.42M | $5.39M | $1.97M | 57.59% |
Matthew J. Syverson Sound Stewardship, LLC | 6,540 | $378,593.43 | $618,291.6 | $239,698.17 | 63.31% |
MICHAEL DE LUZ Williams & Novak, LLC | 28,278 | $1.84M | $2.67M | $837,311.35 | 45.6% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,130 | $271,183 | $295,910.2 | $24,727.2 | 9.12% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,275 | $171,241.91 | $215,078.5 | $43,836.59 | 25.6% |
| AK Alisha Kamadia United Community Bank | 232 | $18,516.01 | $22,682.64 | $4,166.63 | 22.5% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,024 | $196,347.77 | $285,888.96 | $89,541.19 | 45.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,356 | $377,424 | $411,816.24 | $34,392.24 | 9.11% |
Charles Corkery PUREfi Wealth, LLC | 4,643 | $308,398.25 | $438,949.22 | $130,550.97 | 42.33% |
Mark Weber DecisionMap Wealth Management, LLC | 9,809 | $661,905.58 | $927,342.86 | $265,437.28 | 40.1% |
James Rankin Modern Wealth Management, LLC | 96,322 | $7.43M | $9.44M | $2.01M | 27.01% |
Joseph C. Gissy Tactive Advisors, LLC | 3,894 | $253,576.81 | $368,138.76 | $114,561.95 | 45.18% |
Amir Har-El Savvy Advisors, Inc. | 100,254 | $8.49M | $9.48M | $992,479.22 | 11.7% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 85 | $5,139.15 | $8,035.9 | $2,896.75 | 56.37% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,627 | $481,704.51 | $531,976.58 | $50,272.07 | 10.44% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,241 | $213,861 | $218,138.94 | $4,277.94 | 2% |