| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 20,029 | $3.5M | $4.53M | $1.02M | 29.14% |
Jae Cho Marex Group plc | 1,332 | $264,858.27 | $301,831.2 | $36,972.93 | 13.96% |
Jesse Steele Etesian Wealth Advisors, Inc. | 27,426 | $5.47M | $6.2M | $722,342.19 | 13.2% |
NICOLE MARTIN Arlington Trust Co LLC | 280 | $47,849.26 | $63,533.4 | $15,684.14 | 32.78% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 124,359 | $22.18M | $28.21M | $6.03M | 27.18% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 977 | $214,383.24 | $220,733.6 | $6,350.36 | 2.96% |
| KS Kristi Shields ROGCO, LP | 66 | $8,698.15 | $14,987.94 | $6,289.79 | 72.31% |
Syon Capital LLC SYON CAPITAL LLC | 1,114 | $214,117.88 | $252,566.08 | $38,448.2 | 17.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,921 | $2.95M | $3.38M | $428,238.62 | 14.49% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 38,180 | $7.99M | $8.67M | $681,752.07 | 8.53% |
Brian Glenn Premier Path Wealth Partners, LLC | 42,309 | $6.7M | $9.56M | $2.86M | 42.62% |
| AK Alisha Kamadia United Community Bank | 837 | $149,282.96 | $189,103.4 | $39,820.44 | 26.67% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 44,958 | $7.35M | $10.16M | $2.8M | 38.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 67,527 | $12.85M | $15.31M | $2.46M | 19.1% |
RENEE PILKENTON Exchange Bank | 6,343 | $1.27M | $1.43M | $163,920.67 | 12.92% |
Charles Corkery PUREfi Wealth, LLC | 1,299 | $228,065.78 | $294,989.9 | $66,924.12 | 29.34% |
James Rankin Modern Wealth Management, LLC | 332,275 | $63.56M | $75.44M | $11.88M | 18.69% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,029 | $1.07M | $1.37M | $295,844.36 | 27.56% |
Menachem Striks Morton Capital Management LLC/CA | 2,163 | $414,546.55 | $488,686.59 | $74,140.04 | 17.88% |
Benj Foor Frazier Financial Advisors, LLC | 257 | $49,987 | $58,064.01 | $8,077.01 | 16.16% |