| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,871 | $177,772.35 | $210,372.52 | $32,600.17 | 18.34% |
Syon Capital LLC SYON CAPITAL LLC | 12,842 | $656,733.47 | $936,631.27 | $279,897.8 | 42.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 713 | $62,307.23 | $52,548.1 | -$9,759.13 | -15.66% |
| AK Alisha Kamadia United Community Bank | 2,099 | $134,396.57 | $153,982.64 | $19,586.07 | 14.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,394 | $461,597.4 | $544,937.8 | $83,340.4 | 18.05% |
Robert Shea NEOS Investment Management LLC | 63,969 | $3.15M | $4.69M | $1.54M | 48.77% |
David Vollmer PFS Partners, LLC | 43 | $2,254 | $3,154.48 | $900.48 | 39.95% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,295 | $105,635.11 | $95,312 | -$10,323.11 | -9.77% |
Taylor Wagner Valued Wealth Advisors LLC | 102 | $7,623.17 | $7,479.15 | -$144.02 | -1.89% |
Darin Sadow Freestone Grove Partners LP | 45,482 | $4.3M | $3.34M | -$959,215.1 | -22.31% |
Dane Grouell Turning Point Benefit Group, Inc. | 3,122 | $154,342.33 | $228,686.5 | $74,344.17 | 48.17% |
Julie Beswick Advantage Trust Co | 50 | $4,177 | $3,834.5 | -$342.5 | -8.2% |
Curtis Burkholder Bare Financial Services, Inc | 13 | $681 | $958.1 | $277.1 | 40.69% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,486 | $129,058.69 | $108,686.04 | -$20,372.65 | -15.79% |
Andrea Butler Sequent Planning LLC | 3,341 | $206,874.56 | $256,221.29 | $49,346.73 | 23.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,770 | $286,419.74 | $349,927.2 | $63,507.46 | 22.17% |
Craig Silberg EVERPAR ADVISORS LLC | 2,497 | $154,613.95 | $183,179.92 | $28,565.97 | 18.48% |
Carol Smith Access Investment Management LLC | 27,000 | $2.24M | $1.98M | -$257,037.96 | -11.49% |
Matthew Stead Sachetta, LLC | 98 | $7,932.29 | $7,203 | -$729.29 | -9.19% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 62 | $4,264.34 | $4,569.4 | $305.06 | 7.15% |