| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Miller Trellis Wealth Advisors LLC | 2,388 | $186,273.09 | $454,699.08 | $268,425.99 | 144.1% |
Norden Group LLC NORDEN GROUP LLC | 2,344 | $256,119.3 | $489,896 | $233,776.7 | 91.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,964 | $371,237.56 | $1.52M | $1.15M | 308.48% |
Mathieu Cornu Pictet Asset Management Holding SA | 567,535 | $47.51M | $108.06M | $60.56M | 127.48% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 138 | $14,319 | $26,276.58 | $11,957.58 | 83.51% |
Jae Cho Marex Group plc | 775,567 | $76.01M | $215.36M | $139.35M | 183.33% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,537 | $401,387.53 | $282,977.07 | -$118,410.46 | -29.5% |
NICOLE MARTIN Arlington Trust Co LLC | 4 | $415 | $761.64 | $346.64 | 83.53% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 996 | $260,105.39 | $189,648.36 | -$70,457.03 | -27.09% |
Syon Capital LLC SYON CAPITAL LLC | 925 | $241,563.74 | $256,853.99 | $15,290.25 | 6.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,523 | $738,694.27 | $2.38M | $1.65M | 222.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 60,425 | $4.68M | $11.51M | $6.82M | 145.69% |
Robert Shea NEOS Investment Management LLC | 129,750 | $33.88M | $23.89M | -$10M | -29.5% |
Owen McCabe Tyche Wealth Partners LLC | 4,700 | $570,205.5 | $925,242 | $355,036.5 | 62.26% |
United Advisor Group LLC United Advisor Group, LLC | 6,270 | $579,259.67 | $1.19M | $614,611.03 | 106.1% |
Raymond Debbane Siren, L.L.C. | 52,000 | $5.42M | $13.48M | $8.06M | 148.84% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 19 | $4,961.85 | $3,617.79 | -$1,344.06 | -27.09% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 89 | $1,767 | $16,946.49 | $15,179.49 | 859.05% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 942 | $246,003.29 | $179,366.22 | -$66,637.07 | -27.09% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $305 | $2,094.51 | $1,789.51 | 586.72% |