| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,402 | $489,547.18 | $970,573.59 | $481,026.41 | 98.26% |
Syon Capital LLC SYON CAPITAL LLC | 2,020 | $445,904.54 | $571,649.9 | $125,745.36 | 28.2% |
Florian Peters denkapparat Operations GmbH | 3,138 | $501,223.03 | $873,525.06 | $372,302.03 | 74.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 22,029 | $1.69M | $6.13M | $4.44M | 263.67% |
| AK Alisha Kamadia United Community Bank | 155 | $21,090.89 | $43,021.02 | $21,930.13 | 103.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,103 | $3.45M | $2.81M | -$635,132.64 | -18.43% |
Robert Shea NEOS Investment Management LLC | 16,502 | $3.22M | $4.6M | $1.38M | 42.93% |
James Rankin Modern Wealth Management, LLC | 3,104 | $1.2M | $881,085.95 | -$315,462.05 | -26.36% |
Amir Har-El Savvy Advisors, Inc. | 917 | $254,129.22 | $259,735.66 | $5,606.44 | 2.21% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,435 | $311,140.79 | $680,533.8 | $369,393.01 | 118.72% |
Taylor Wagner Valued Wealth Advisors LLC | 51 | $10,081.81 | $14,189.73 | $4,107.92 | 40.75% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 623 | $240,154 | $174,116.04 | -$66,037.96 | -27.5% |
| MG Melissa Glennie Capital Management Associates, Inc | 870 | $188,037.34 | $246,227.4 | $58,190.06 | 30.95% |
Keisuke Ichihara Rakuten Securities, Inc. | 65 | $21,616.42 | $18,084.95 | -$3,531.47 | -16.34% |
Sam Tedawes Quantessence Capital LLC | 524 | $201,992 | $148,771.46 | -$53,220.54 | -26.35% |
Joshua Stipcich Tidemark, LLC | 28 | $6,385 | $7,925.68 | $1,540.68 | 24.13% |
Jaran Day OPINICUS CAPITAL, INC. | 667 | $256,989 | $190,768.67 | -$66,220.33 | -25.77% |
Christy Clarin Portfolio Design Labs, LLC | 809 | $214,895 | $226,050.78 | $11,155.78 | 5.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 450 | $89,510.94 | $132,259.5 | $42,748.56 | 47.76% |
Craig Silberg EVERPAR ADVISORS LLC | 807 | $311,082 | $225,467.73 | -$85,614.27 | -27.52% |