| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 22,558 | $3.97M | $4.25M | $277,686.75 | 6.99% |
Jae Cho Marex Group plc | 3,628 | $604,750.27 | $681,701.2 | $76,950.93 | 12.72% |
NICOLE MARTIN Arlington Trust Co LLC | 8 | $1,563 | $1,495.28 | -$67.72 | -4.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,076 | $373,179.86 | $390,817.38 | $17,637.52 | 4.73% |
Syon Capital LLC SYON CAPITAL LLC | 3,069 | $553,651.25 | $575,029.63 | $21,378.38 | 3.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,134 | $3.42M | $3.24M | -$181,452.46 | -5.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,330 | $1M | $995,963.8 | -$8,645.08 | -0.86% |
| AK Alisha Kamadia United Community Bank | 749 | $126,652.93 | $139,950.65 | $13,297.72 | 10.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,937 | $915,954.9 | $932,500.56 | $16,545.66 | 1.81% |
Robert Shea NEOS Investment Management LLC | 154,082 | $26.79M | $28.77M | $1.98M | 7.39% |
Amir Har-El Savvy Advisors, Inc. | 1,088 | $213,685.12 | $204,930.24 | -$8,754.88 | -4.1% |
David W. Lewis Lewis Asset Management, LLC | 1,524 | $295,609.11 | $286,618.68 | -$8,990.43 | -3.04% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,427 | $206,899.15 | $266,649.22 | $59,750.07 | 28.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 60 | $10,740.18 | $11,293.2 | $553.02 | 5.15% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 11,865 | $2.28M | $2.22M | -$56,665.21 | -2.49% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 8,685 | $1.9M | $1.63M | -$270,378.83 | -14.2% |
Taylor Wagner Valued Wealth Advisors LLC | 39 | $7,127.3 | $7,321.08 | $193.78 | 2.72% |
Darin Sadow Freestone Grove Partners LP | 179,312 | $38.76M | $33.73M | -$5.02M | -12.96% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 1,226 | $239,560.4 | $229,513.33 | -$10,047.07 | -4.19% |
Curtis Burkholder Bare Financial Services, Inc | 4 | $627 | $755.52 | $128.52 | 20.5% |