| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 100,434 | $42.72M | $45.28M | $2.56M | 6% |
NICOLE MARTIN Arlington Trust Co LLC | 76 | $33,319.05 | $34,263.84 | $944.79 | 2.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,861 | $2.14M | $2.19M | $51,372.7 | 2.4% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 370 | $159,150.86 | $166,810.8 | $7,659.94 | 4.81% |
Syon Capital LLC SYON CAPITAL LLC | 4,577 | $2.03M | $2.06M | $37,267.41 | 1.84% |
Kevin Bresler TD Waterhouse Canada Inc. | 48,171 | $22.49M | $21.72M | -$774,481.82 | -3.44% |
Melissa S. Kampmann Kampmann Melissa S. | 5,596 | $2.84M | $2.52M | -$320,427.48 | -11.27% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,352 | $1.07M | $1.06M | -$10,487.57 | -0.98% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,076 | $903,466.5 | $935,943.84 | $32,477.34 | 3.59% |
| AK Alisha Kamadia United Community Bank | 1,258 | $497,271.17 | $567,156.72 | $69,885.55 | 14.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,385 | $6.93M | $6.49M | -$447,235.08 | -6.45% |
Robert Shea NEOS Investment Management LLC | 43,938 | $21.32M | $19.81M | -$1.51M | -7.1% |
Teresa Douberly Burford Brothers, Inc. | 749 | $331,177.84 | $337,679.16 | $6,501.32 | 1.96% |
James Rankin Modern Wealth Management, LLC | 1,652 | $837,688.05 | $744,787.68 | -$92,900.37 | -11.09% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 931 | $467,525.2 | $419,732.04 | -$47,793.16 | -10.22% |
David Vollmer PFS Partners, LLC | 45 | $18,275.43 | $20,287.8 | $2,012.37 | 11.01% |
Benj Foor Frazier Financial Advisors, LLC | 113 | $53,905.91 | $50,944.92 | -$2,960.99 | -5.49% |
Amir Har-El Savvy Advisors, Inc. | 4,796 | $2.37M | $2.16M | -$211,194.81 | -8.9% |
Owen McCabe Tyche Wealth Partners LLC | 1,668 | $858,702.39 | $752,001.12 | -$106,701.27 | -12.43% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,204 | $535,988.5 | $542,811.36 | $6,822.86 | 1.27% |