| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 15,279 | $2.23M | $2.42M | $186,611.77 | 8.35% |
Jae Cho Marex Group plc | 322,739 | $47.95M | $39.72M | -$8.23M | -17.17% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,667 | $143,339.45 | $205,141.02 | $61,801.57 | 43.12% |
NICOLE MARTIN Arlington Trust Co LLC | 943 | $132,889.99 | $116,045.58 | -$16,844.41 | -12.68% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 110,588 | $9.87M | $13.61M | $3.74M | 37.86% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,517 | $776,305.56 | $776,924 | $618.44 | 0.08% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 68,863 | $5.81M | $8.47M | $2.66M | 45.81% |
| KS Kristi Shields ROGCO, LP | 1,335 | $213,307.84 | $164,285.1 | -$49,022.74 | -22.98% |
Syon Capital LLC SYON CAPITAL LLC | 20,863 | $2.77M | $2.57M | -$200,402.87 | -7.24% |
Florian Peters denkapparat Operations GmbH | 3,210 | $430,473.52 | $508,560.27 | $78,086.75 | 18.14% |
Kevin Bresler TD Waterhouse Canada Inc. | 124,366 | $15.72M | $15.3M | -$413,518.56 | -2.63% |
Brian Glenn Premier Path Wealth Partners, LLC | 19,558 | $762,759.51 | $2.41M | $1.64M | 215.54% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,555 | $227,636 | $191,358.3 | -$36,277.7 | -15.94% |
| AK Alisha Kamadia United Community Bank | 732 | $114,532.92 | $90,079.92 | -$24,453 | -21.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 198,702 | $13.84M | $24.45M | $10.61M | 76.66% |
Robert Shea NEOS Investment Management LLC | 1.59M | $229.74M | $195.41M | -$34.32M | -14.94% |
Teresa Douberly Burford Brothers, Inc. | 4,360 | $348,367.61 | $536,541.59 | $188,173.98 | 54.02% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,632 | $286,743.48 | $323,893.91 | $37,150.43 | 12.96% |
Savoie Capital LLC Savoie Capital LLC | 20,000 | $2.73M | $2.46M | -$265,200.04 | -9.73% |
Mark Weber DecisionMap Wealth Management, LLC | 2,916 | $252,627.75 | $358,842.95 | $106,215.2 | 42.04% |