| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 16,174 | $1.21M | $1.12M | -$85,739.3 | -7.08% |
Bradley H. Owens LJI Wealth Management, LLC | 13,239 | $651,562 | $914,285.31 | $262,723.31 | 40.32% |
Thomas Dobbins New Republic Capital, LLC | 79 | $5,913 | $5,414.66 | -$498.34 | -8.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,916 | $764,288.81 | $748,400.96 | -$15,887.85 | -2.08% |
Christine C. Devocelle University of Illinois Foundation | 227,780 | $17.05M | $15.86M | -$1.19M | -6.96% |
Jae Cho Marex Group plc | 4,230 | $275,584.55 | $294,450.3 | $18,865.75 | 6.85% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,475 | $502,597.32 | $519,811.5 | $17,214.18 | 3.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 41,681 | $2.89M | $2.9M | $10,992.11 | 0.38% |
| AK Alisha Kamadia United Community Bank | 294 | $17,743 | $20,150.76 | $2,407.76 | 13.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,737 | $551,965.23 | $608,313.62 | $56,348.39 | 10.21% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,520 | $758,567.61 | $995,200.8 | $236,633.19 | 31.19% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,550 | $231,289.76 | $243,317 | $12,027.24 | 5.2% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,440 | $58,795.24 | $100,504.8 | $41,709.56 | 70.94% |
William Ramsay Financial Symmetry Inc | 4,381 | $284,468.79 | $305,049.03 | $20,580.24 | 7.23% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,891 | $141,472 | $129,609.14 | -$11,862.86 | -8.39% |
Julie Beswick Advantage Trust Co | 7,150 | $511,988 | $493,778.99 | -$18,209.01 | -3.56% |
Sam Tedawes Quantessence Capital LLC | 7,446 | $557,333 | $518,427.75 | -$38,905.25 | -6.98% |
Joshua Stipcich Tidemark, LLC | 20 | $1,497 | $1,388.1 | -$108.9 | -7.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 60 | $3,889 | $4,164.6 | $275.6 | 7.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,677 | $933,661 | $1.02M | $89,252.51 | 9.56% |