| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,357 | $463,831.06 | $626,608.32 | $162,777.26 | 35.09% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 630 | $196,280.84 | $290,908.8 | $94,627.96 | 48.21% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 528 | $188,363.08 | $242,964.48 | $54,601.4 | 28.99% |
| KS Kristi Shields ROGCO, LP | 139 | $39,735.7 | $63,962.24 | $24,226.54 | 60.97% |
Syon Capital LLC SYON CAPITAL LLC | 2,115 | $704,068.09 | $976,622.4 | $272,554.31 | 38.71% |
Florian Peters denkapparat Operations GmbH | 2,498 | $909,463.96 | $1.15M | $240,015.72 | 26.39% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,165 | $2.41M | $3.77M | $1.36M | 56.28% |
Melissa S. Kampmann Kampmann Melissa S. | 12,314 | $3.25M | $5.67M | $2.42M | 74.44% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,260 | $474,625.38 | $581,817.6 | $107,192.22 | 22.58% |
| AK Alisha Kamadia United Community Bank | 27 | $7,431.59 | $12,467.52 | $5,035.93 | 67.76% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 712 | $203,539.46 | $327,633.92 | $124,094.46 | 60.97% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,560 | $1.6M | $2.11M | $508,739.85 | 31.86% |
Robert Shea NEOS Investment Management LLC | 15,306 | $4.7M | $7.07M | $2.37M | 50.52% |
David Vollmer PFS Partners, LLC | 8 | $2,797 | $3,694.08 | $897.08 | 32.07% |
Benj Foor Frazier Financial Advisors, LLC | 1,715 | $533,538.01 | $791,918.4 | $258,380.39 | 48.43% |
Amir Har-El Savvy Advisors, Inc. | 1,475 | $450,004.82 | $681,767.12 | $231,762.3 | 51.5% |
Owen McCabe Tyche Wealth Partners LLC | 1,200 | $372,551.19 | $554,112 | $181,560.81 | 48.73% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,456 | $452,185.93 | $672,322.56 | $220,136.63 | 48.68% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 63 | $19,560.41 | $29,119.54 | $9,559.13 | 48.87% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 92 | $33,017 | $42,523.78 | $9,506.78 | 28.79% |