| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 693 | $355,622.15 | $375,682.23 | $20,060.08 | 5.64% |
NICOLE MARTIN Arlington Trust Co LLC | 60 | $38,929.88 | $32,532.6 | -$6,397.28 | -16.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,404 | $1.07M | $1.3M | $236,162.96 | 22.13% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 105 | $53,217.97 | $56,921.55 | $3,703.58 | 6.96% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,756 | $873,697.84 | $952,120.76 | $78,422.92 | 8.98% |
Syon Capital LLC SYON CAPITAL LLC | 2,586 | $1.26M | $1.4M | $144,669.67 | 11.51% |
Florian Peters denkapparat Operations GmbH | 2,092 | $1.29M | $1.13M | -$154,505.64 | -11.99% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,000 | $499,980 | $543,590 | $43,610 | 8.72% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,144 | $548,704.41 | $622,107.2 | $73,402.79 | 13.38% |
| AK Alisha Kamadia United Community Bank | 41 | $21,478.59 | $22,226.51 | $747.92 | 3.48% |
Greg Werlinich Werlinich Asset Management, LLC | 7,048 | $2.29M | $3.82M | $1.53M | 66.56% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,000 | $440,580.63 | $542,210 | $101,629.37 | 23.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,074 | $2.17M | $2.21M | $44,516.47 | 2.05% |
Robert Shea NEOS Investment Management LLC | 19,094 | $10.6M | $10.35M | -$243,458.51 | -2.3% |
RENEE PILKENTON Exchange Bank | 559 | $254,791.76 | $303,095.39 | $48,303.63 | 18.96% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 463 | $241,444.02 | $251,779.4 | $10,335.38 | 4.28% |
James Rankin Modern Wealth Management, LLC | 1,094 | $571,869.46 | $593,068.34 | $21,198.88 | 3.71% |
David Vollmer PFS Partners, LLC | 10 | $5,000 | $5,421.1 | $421.1 | 8.42% |
Benj Foor Frazier Financial Advisors, LLC | 45 | $22,488.24 | $24,471 | $1,982.76 | 8.82% |
Angela Kelley HTLF Bank | 584 | $273,393.6 | $317,421.52 | $44,027.92 | 16.1% |