| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,172 | $2.54M | $4.59M | $2.06M | 80.91% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 8,358 | $1.26M | $2.11M | $849,427.72 | 67.2% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,088 | $786,646.48 | $1.03M | $247,045.2 | 31.4% |
| KS Kristi Shields ROGCO, LP | 2,689 | $480,014.87 | $679,940.54 | $199,925.67 | 41.65% |
Syon Capital LLC SYON CAPITAL LLC | 4,817 | $832,761.12 | $1.22M | $385,265.5 | 46.26% |
Florian Peters denkapparat Operations GmbH | 5,288 | $1.03M | $1.34M | $305,336.12 | 29.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,299 | $1.95M | $2.6M | $656,025.51 | 33.67% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,956 | $1.29M | $1.76M | $472,012.1 | 36.68% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 10,415 | $1.62M | $2.63M | $1.01M | 62.16% |
| AK Alisha Kamadia United Community Bank | 6,473 | $1.14M | $1.64M | $495,244.24 | 43.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,605 | $1.73M | $2.43M | $699,480.53 | 40.45% |
Robert Shea NEOS Investment Management LLC | 59,092 | $10.93M | $14.94M | $4.01M | 36.7% |
RENEE PILKENTON Exchange Bank | 1,230 | $227,365 | $311,017.8 | $83,652.8 | 36.79% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,106 | $222,992.51 | $279,663.16 | $56,670.65 | 25.41% |
Charles Corkery PUREfi Wealth, LLC | 3,027 | $568,928.59 | $765,407.22 | $196,478.63 | 34.53% |
James Rankin Modern Wealth Management, LLC | 4,560 | $908,362.82 | $1.15M | $244,678.78 | 26.94% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,733 | $509,503.34 | $691,066.38 | $181,563.04 | 35.64% |
Benj Foor Frazier Financial Advisors, LLC | 1,664 | $257,940.96 | $420,759.04 | $162,818.08 | 63.12% |
Angela Kelley HTLF Bank | 1,553 | $240,482.15 | $392,691.58 | $152,209.43 | 63.29% |
Amir Har-El Savvy Advisors, Inc. | 4,142 | $833,221.55 | $1.05M | $214,124.57 | 25.7% |