| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 505 | $320,846.78 | $708,686.7 | $387,839.92 | 120.88% |
NICOLE MARTIN Arlington Trust Co LLC | 12 | $7,624 | $16,335.72 | $8,711.72 | 114.27% |
Chris Kleine Park Capital Management, LLC / WI | 1,565 | $3.56M | $2.2M | -$1.36M | -38.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 331 | $78,572.81 | $458,464.79 | $379,891.98 | 483.49% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 175 | $138,335.81 | $245,584.49 | $107,248.68 | 77.53% |
Syon Capital LLC SYON CAPITAL LLC | 724 | $912,181.66 | $976,009.92 | $63,828.26 | 7% |
Kevin Bresler TD Waterhouse Canada Inc. | 22,532 | $15.04M | $31.43M | $16.39M | 108.98% |
Brian Glenn Premier Path Wealth Partners, LLC | 660 | $586,440.49 | $926,204.38 | $339,763.89 | 57.94% |
Nitin Wadke Tribune Investment Group LP | 2,445 | $5.56M | $3.32M | -$2.24M | -40.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,317 | $5.5M | $4.63M | -$872,945.17 | -15.87% |
Robert Shea NEOS Investment Management LLC | 109,085 | $205.91M | $153.08M | -$52.83M | -25.66% |
James Rankin Modern Wealth Management, LLC | 342 | $778,308 | $460,463.02 | -$317,844.98 | -40.84% |
Joseph C. Gissy Tactive Advisors, LLC | 160 | $278,382 | $224,534.4 | -$53,847.6 | -19.34% |
David Vollmer PFS Partners, LLC | 1,500 | $77,874 | $2.11M | $2.03M | 2,603.1% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 215 | $488,852 | $301,718.09 | -$187,133.91 | -38.28% |
Amir Har-El Savvy Advisors, Inc. | 1,143 | $139,135.32 | $1.54M | $1.4M | 1,008.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 15 | $33,571.87 | $20,159.28 | -$13,412.59 | -39.95% |
United Advisor Group LLC United Advisor Group, LLC | 192 | $436,556 | $269,441.27 | -$167,114.73 | -38.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 474 | $300,921.61 | $665,183.15 | $364,261.54 | 121.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 31 | $3,813.41 | $41,580.45 | $37,767.04 | 990.37% |