| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 496 | $118,734.34 | $106,818.56 | -$11,915.78 | -10.04% |
Jae Cho Marex Group plc | 21,179 | $4.63M | $4.58M | -$46,381.46 | -1% |
NICOLE MARTIN Arlington Trust Co LLC | 160 | $33,325.74 | $34,739.2 | $1,413.46 | 4.24% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,750 | $2.63M | $2.93M | $299,107.32 | 11.36% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 13,772 | $2.26M | $2.97M | $703,140.05 | 31.07% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 4,530 | $1M | $975,127.8 | -$27,653.36 | -2.76% |
Syon Capital LLC SYON CAPITAL LLC | 15,082 | $2.6M | $3.28M | $680,772.28 | 26.15% |
Florian Peters denkapparat Operations GmbH | 1,844 | $402,822 | $396,939.44 | -$5,882.56 | -1.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,332 | $2.38M | $2.64M | $258,368.9 | 10.87% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,591 | $770,176.19 | $987,156.82 | $216,980.63 | 28.17% |
| AK Alisha Kamadia United Community Bank | 2,459 | $654,411.51 | $529,398.11 | -$125,013.4 | -19.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,740 | $2.05M | $2.08M | $34,282.9 | 1.67% |
Robert Shea NEOS Investment Management LLC | 96,651 | $22.03M | $20.83M | -$1.2M | -5.45% |
Teresa Douberly Burford Brothers, Inc. | 8,498 | $1.72M | $1.84M | $123,383.66 | 7.18% |
James Rankin Modern Wealth Management, LLC | 3,179 | $667,171.63 | $686,314.31 | $19,142.68 | 2.87% |
Benj Foor Frazier Financial Advisors, LLC | 50 | $9,921.79 | $10,779.5 | $857.71 | 8.64% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,502 | $240,185.28 | $325,964.04 | $85,778.76 | 35.71% |
Amir Har-El Savvy Advisors, Inc. | 13,702 | $3.28M | $2.97M | -$312,226.35 | -9.52% |
Ann Keitner Quantum Portfolio Management LLC | 689 | $150,512 | $148,458.83 | -$2,053.17 | -1.36% |
David W. Lewis Lewis Asset Management, LLC | 1,833 | $291,962.86 | $396,615.37 | $104,652.51 | 35.84% |