| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 74 | $12,513 | $18,935.12 | $6,422.12 | 51.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,164 | $464,438.8 | $803,940.76 | $339,501.96 | 73.1% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,410 | $592,693.33 | $881,161.05 | $288,467.72 | 48.67% |
Syon Capital LLC SYON CAPITAL LLC | 2,326 | $345,065.7 | $590,536.49 | $245,470.79 | 71.14% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,876 | $3.12M | $4.04M | $922,025.81 | 29.54% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,323 | $451,826.17 | $858,679.81 | $406,853.64 | 90.05% |
| AK Alisha Kamadia United Community Bank | 10 | $1,354 | $2,575.75 | $1,221.75 | 90.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,102 | $3.08M | $4.1M | $1.02M | 33.13% |
Robert Shea NEOS Investment Management LLC | 36,952 | $5.64M | $9.53M | $3.88M | 68.85% |
Teresa Douberly Burford Brothers, Inc. | 1,108 | $246,807 | $291,359.68 | $44,552.68 | 18.05% |
James Rankin Modern Wealth Management, LLC | 3,481 | $591,848.62 | $886,262.6 | $294,413.98 | 49.74% |
Amir Har-El Savvy Advisors, Inc. | 1,648 | $240,105.96 | $419,152.32 | $179,046.36 | 74.57% |
Joseph Morrison Sentry LLC | 5,226 | $807,259.78 | $1.38M | $568,014.38 | 70.36% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,834 | $660,767.75 | $1.24M | $580,555.11 | 87.86% |
Owen McCabe Tyche Wealth Partners LLC | 1,844 | $320,929.49 | $477,430.04 | $156,500.55 | 48.76% |
Jeff Ramsey Quotient Wealth Partners, LLC | 968 | $215,622 | $249,947.28 | $34,325.28 | 15.92% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,901 | $4.1M | $6.1M | $2.01M | 48.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 132 | $20,142.5 | $33,429 | $13,286.5 | 65.96% |
Jeffrey McGrath Cetera Trust Company, N.A | 490 | $85,280 | $126,865.9 | $41,585.9 | 48.76% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 30 | $5,937 | $7,775.4 | $1,838.4 | 30.97% |