| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 107 | $12,359 | $14,196.76 | $1,837.76 | 14.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,401 | $670,931.5 | $849,284.62 | $178,353.12 | 26.58% |
Syon Capital LLC SYON CAPITAL LLC | 8,656 | $794,390.75 | $1.13M | $337,727.4 | 42.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,413 | $1.46M | $1.65M | $189,159.63 | 12.98% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,168 | $535,868.3 | $685,690.19 | $149,821.89 | 27.96% |
| AK Alisha Kamadia United Community Bank | 1,011 | $87,650.52 | $132,501.66 | $44,851.14 | 51.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,944 | $327,678.6 | $390,609.89 | $62,931.29 | 19.21% |
Robert Shea NEOS Investment Management LLC | 399,423 | $41.76M | $52.42M | $10.66M | 25.53% |
Mark Weber DecisionMap Wealth Management, LLC | 10,037 | $1.04M | $1.33M | $287,627.49 | 27.55% |
James Rankin Modern Wealth Management, LLC | 4,163 | $500,070 | $544,478.73 | $44,408.73 | 8.88% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,883 | $226,186 | $249,836.42 | $23,650.42 | 10.46% |
Benj Foor Frazier Financial Advisors, LLC | 111 | $11,600.42 | $14,774.1 | $3,173.68 | 27.36% |
Amir Har-El Savvy Advisors, Inc. | 3,449 | $351,928.58 | $457,613.29 | $105,684.71 | 30.03% |
Joseph Morrison Sentry LLC | 1,687 | $202,642 | $220,642.71 | $18,000.71 | 8.88% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 161 | $19,339 | $21,361.48 | $2,022.48 | 10.46% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 283 | $28,800.32 | $37,548.44 | $8,748.12 | 30.38% |
One Degree Advisors Inc. One Degree Advisors Inc | 7,997 | $780,889.13 | $1.06M | $280,152.75 | 35.88% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,400 | $264,250.03 | $318,431.98 | $54,181.95 | 20.5% |
Taylor Wagner Valued Wealth Advisors LLC | 169 | $18,797.64 | $22,422.92 | $3,625.28 | 19.29% |
Curtis Burkholder Bare Financial Services, Inc | 62 | $6,583.11 | $8,226.16 | $1,643.05 | 24.96% |