| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,605 | $656,145.46 | $760,331.8 | $104,186.34 | 15.88% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,721 | $550,093.11 | $534,521.13 | -$15,571.98 | -2.83% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,501 | $104,688.39 | $118,819.16 | $14,130.77 | 13.5% |
Syon Capital LLC SYON CAPITAL LLC | 10,015 | $720,660.14 | $792,787.4 | $72,127.26 | 10.01% |
Florian Peters denkapparat Operations GmbH | 16,368 | $1.35M | $1.3M | -$48,545.8 | -3.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,910 | $1.2M | $1.18M | -$21,543.13 | -1.79% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 315 | $17,927 | $24,954.3 | $7,027.3 | 39.2% |
Brian Glenn Premier Path Wealth Partners, LLC | 12,118 | $763,314.74 | $959,260.88 | $195,946.14 | 25.67% |
| AK Alisha Kamadia United Community Bank | 520 | $32,203.25 | $41,163.2 | $8,959.95 | 27.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,948 | $1.36M | $1.58M | $221,276.05 | 16.3% |
Robert Shea NEOS Investment Management LLC | 71,526 | $5.82M | $5.66M | -$155,001.83 | -2.66% |
James Rankin Modern Wealth Management, LLC | 3,365 | $278,367.06 | $266,373.4 | -$11,993.66 | -4.31% |
Menachem Striks Morton Capital Management LLC/CA | 2,674 | $238,390.36 | $211,834.28 | -$26,556.08 | -11.14% |
David Vollmer PFS Partners, LLC | 751 | $52,669.75 | $59,449.16 | $6,779.41 | 12.87% |
Amir Har-El Savvy Advisors, Inc. | 2,922 | $234,652.99 | $231,714.6 | -$2,938.39 | -1.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 237 | $14,757.28 | $18,794.1 | $4,036.82 | 27.35% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,257 | $76,865.55 | $99,504.12 | $22,638.57 | 29.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 368 | $29,790 | $29,182.4 | -$607.6 | -2.04% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $1,753.3 | $1,982.5 | $229.2 | 13.07% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,700 | $227,560.24 | $214,110 | -$13,450.24 | -5.91% |