| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 1,675 | $830,398 | $859,643.45 | $29,245.45 | 3.52% |
NICOLE MARTIN Arlington Trust Co LLC | 66 | $32,720 | $33,872.52 | $1,152.52 | 3.52% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,869 | $8.9M | $11.2M | $2.3M | 25.89% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,015 | $414,958.94 | $520,918.27 | $105,959.33 | 25.53% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,716 | $1.21M | $1.39M | $183,895.05 | 15.2% |
Syon Capital LLC SYON CAPITAL LLC | 7,592 | $3.14M | $3.9M | $753,313.97 | 23.97% |
Kevin Bresler TD Waterhouse Canada Inc. | 109,539 | $50.98M | $56.22M | $5.23M | 10.27% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,720 | $1.16M | $1.4M | $234,495.13 | 20.19% |
| AK Alisha Kamadia United Community Bank | 148 | $70,657.57 | $75,956.56 | $5,298.99 | 7.5% |
Nitin Wadke Tribune Investment Group LP | 17,000 | $8.43M | $8.72M | $296,819.49 | 3.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,587 | $5.22M | $5.95M | $730,431.59 | 14% |
Robert Shea NEOS Investment Management LLC | 322,422 | $148.61M | $165.47M | $16.86M | 11.34% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 479 | $199,773.09 | $245,832.37 | $46,059.28 | 23.06% |
RENEE PILKENTON Exchange Bank | 516 | $257,897.94 | $264,821.5 | $6,923.56 | 2.68% |
Savoie Capital LLC Savoie Capital LLC | 8,415 | $3.67M | $4.32M | $646,037.15 | 17.59% |
Charles Corkery PUREfi Wealth, LLC | 1,454 | $635,023.91 | $746,221.84 | $111,197.93 | 17.51% |
Mark Weber DecisionMap Wealth Management, LLC | 559 | $239,189.88 | $286,889.96 | $47,700.08 | 19.94% |
James Rankin Modern Wealth Management, LLC | 1,673 | $784,378.67 | $858,617.01 | $74,238.34 | 9.46% |
KKM Financial LLC KKM Financial LLC | 8,508 | $3.63M | $4.37M | $738,749.5 | 20.36% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 425 | $201,710 | $218,118.49 | $16,408.49 | 8.13% |