| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 139 | $13,361.33 | $15,669.47 | $2,308.14 | 17.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,732 | $1.06M | $984,009.08 | -$79,363.77 | -7.46% |
Syon Capital LLC SYON CAPITAL LLC | 7,766 | $888,339.11 | $875,072.88 | -$13,266.23 | -1.49% |
Florian Peters denkapparat Operations GmbH | 6,892 | $784,978.12 | $780,863.6 | -$4,114.52 | -0.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 45,479 | $5.31M | $5.16M | -$149,306.02 | -2.81% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,115 | $754,861.34 | $694,358.25 | -$60,503.09 | -8.02% |
| AK Alisha Kamadia United Community Bank | 4,408 | $480,504.56 | $496,869.76 | $16,365.2 | 3.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,565 | $1.65M | $1.65M | $3,619.92 | 0.22% |
Robert Shea NEOS Investment Management LLC | 30,998 | $3.66M | $3.5M | -$162,385.45 | -4.43% |
Teresa Douberly Burford Brothers, Inc. | 2,460 | $255,992.31 | $281,005.8 | $25,013.49 | 9.77% |
James Rankin Modern Wealth Management, LLC | 2,089 | $240,383.59 | $235,848.1 | -$4,535.49 | -1.89% |
Benj Foor Frazier Financial Advisors, LLC | 59 | $6,601.22 | $6,654.31 | $53.09 | 0.8% |
Amir Har-El Savvy Advisors, Inc. | 2,542 | $298,102.96 | $286,737.6 | -$11,365.36 | -3.81% |
Ann Keitner Quantum Portfolio Management LLC | 440 | $60,372 | $49,649.6 | -$10,722.4 | -17.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 83 | $11,388 | $9,373.19 | -$2,014.81 | -17.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 20 | $2,064.26 | $2,261.2 | $196.94 | 9.54% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,750 | $1.17M | $990,412.5 | -$176,058.14 | -15.09% |
Taylor Wagner Valued Wealth Advisors LLC | 160 | $18,719.92 | $18,164.8 | -$555.12 | -2.97% |
Darin Sadow Freestone Grove Partners LP | 530,182 | $69.18M | $59.61M | -$9.58M | -13.84% |
Keisuke Ichihara Rakuten Securities, Inc. | 63 | $7,070.86 | $7,152.39 | $81.53 | 1.15% |