| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,573 | $554,713.39 | $566,503.24 | $11,789.85 | 2.13% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 691 | $102,689.51 | $87,604.98 | -$15,084.53 | -14.69% |
Jae Cho Marex Group plc | 10,889 | $1.27M | $1.38M | $108,131.27 | 8.5% |
NICOLE MARTIN Arlington Trust Co LLC | 1,336 | $94,448.19 | $169,378.08 | $74,929.89 | 79.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 29,046 | $2.84M | $3.68M | $839,364.75 | 29.54% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 14,553 | $2.1M | $1.84M | -$252,576.65 | -12.05% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,863 | $695,575.09 | $743,311.14 | $47,736.05 | 6.86% |
Syon Capital LLC SYON CAPITAL LLC | 10,534 | $1.1M | $1.33M | $239,440.97 | 21.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 1.19M | $125.81M | $150.56M | $24.75M | 19.67% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,425 | $344,707.76 | $548,169 | $203,461.24 | 59.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,399 | $4.44M | $3.6M | -$837,578.21 | -18.88% |
Robert Shea NEOS Investment Management LLC | 665,331 | $88.53M | $84.32M | -$4.21M | -4.76% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,054 | $602,465.19 | $513,966.12 | -$88,499.07 | -14.69% |
Savoie Capital LLC Savoie Capital LLC | 19,300 | $2.05M | $2.45M | $394,685 | 19.23% |
Charles Corkery PUREfi Wealth, LLC | 1,944 | $212,342.88 | $246,460.32 | $34,117.44 | 16.07% |
James Rankin Modern Wealth Management, LLC | 3,860 | $424,943.65 | $489,177.8 | $64,234.15 | 15.12% |
David Vollmer PFS Partners, LLC | 1,194 | $41,443.96 | $151,315.62 | $109,871.66 | 265.11% |
Benj Foor Frazier Financial Advisors, LLC | 6 | $712 | $760.38 | $48.38 | 6.79% |
Amir Har-El Savvy Advisors, Inc. | 11,937 | $1.46M | $1.51M | $47,590.72 | 3.26% |
Ann Keitner Quantum Portfolio Management LLC | 2,696 | $433,975.39 | $341,664.08 | -$92,311.31 | -21.27% |