| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 37,972 | $1.26M | $1.36M | $101,201.78 | 8.03% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 13,497 | $472,664.95 | $486,566.85 | $13,901.9 | 2.94% |
Jae Cho Marex Group plc | 5,701 | $217,778 | $205,521.05 | -$12,256.95 | -5.63% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 33,244 | $866,611.75 | $1.2M | $330,670.91 | 38.16% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,061 | $36,932.19 | $38,211.91 | $1,279.72 | 3.47% |
Syon Capital LLC SYON CAPITAL LLC | 8,375 | $297,735.19 | $301,625.62 | $3,890.43 | 1.31% |
Kevin Bresler TD Waterhouse Canada Inc. | 28,246 | $1.06M | $1.02M | -$45,675.56 | -4.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,890 | $721,853.98 | $788,368.35 | $66,514.37 | 9.21% |
Robert Shea NEOS Investment Management LLC | 123,220 | $4.36M | $4.44M | $77,043.47 | 1.77% |
Charles Corkery PUREfi Wealth, LLC | 11,420 | $409,708.72 | $411,691 | $1,982.28 | 0.48% |
James Rankin Modern Wealth Management, LLC | 6,418 | $246,275 | $231,144.27 | -$15,130.73 | -6.14% |
Amir Har-El Savvy Advisors, Inc. | 8,485 | $310,904.28 | $305,926.67 | -$4,977.61 | -1.6% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 12,891 | $414,861.58 | $464,269.36 | $49,407.78 | 11.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 500 | $13,550.09 | $18,027.5 | $4,477.41 | 33.04% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 599 | $22,882 | $21,596.94 | -$1,285.06 | -5.62% |
PETER KRUSSEL Southland Equity Partners LLC | 5,870 | $212,020.16 | $211,995.05 | -$25.11 | -0.01% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $108.4 | $144.22 | $35.82 | 33.04% |
Darin Sadow Freestone Grove Partners LP | 1.11M | $42.53M | $40.14M | -$2.39M | -5.62% |
Cody Gehman Stonebridge Financial Group, LLC | 22,085 | $738,963.01 | $796,274.67 | $57,311.66 | 7.76% |
Curtis Burkholder Bare Financial Services, Inc | 3,072 | $113,322.68 | $110,552.99 | -$2,769.69 | -2.44% |