| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 996 | $84,740.51 | $83,544.48 | -$1,196.03 | -1.41% |
Jae Cho Marex Group plc | 2,211 | $204,982 | $191,052.51 | -$13,929.49 | -6.8% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,260 | $325,121.23 | $377,223 | $52,101.77 | 16.03% |
NICOLE MARTIN Arlington Trust Co LLC | 23 | $2,235 | $2,036.65 | -$198.35 | -8.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,948 | $947,396.14 | $1.06M | $110,599.26 | 11.67% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 12,903 | $974,078.4 | $1.14M | $168,482.25 | 17.3% |
Syon Capital LLC SYON CAPITAL LLC | 6,786 | $567,876.94 | $586,378.26 | $18,501.32 | 3.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 893,041 | $78.66M | $79.08M | $417,267.08 | 0.53% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,712 | $338,394.52 | $328,697.6 | -$9,696.92 | -2.87% |
| AK Alisha Kamadia United Community Bank | 250 | $22,160.41 | $21,480 | -$680.41 | -3.07% |
Greg Werlinich Werlinich Asset Management, LLC | 47,800 | $3.19M | $4.23M | $1.04M | 32.52% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,793 | $260,237.41 | $335,870.15 | $75,632.74 | 29.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,118 | $1.74M | $1.96M | $219,198.52 | 12.6% |
Robert Shea NEOS Investment Management LLC | 106,390 | $8.81M | $8.97M | $155,804.88 | 1.77% |
Charles Corkery PUREfi Wealth, LLC | 4,491 | $335,522.17 | $397,678.05 | $62,155.88 | 18.53% |
James Rankin Modern Wealth Management, LLC | 4,282 | $409,500.54 | $370,007.62 | -$39,492.92 | -9.64% |
Benj Foor Frazier Financial Advisors, LLC | 274 | $21,698.61 | $22,983.12 | $1,284.51 | 5.92% |
Amir Har-El Savvy Advisors, Inc. | 10,296 | $936,927.56 | $911,710.8 | -$25,216.76 | -2.69% |
Ann Keitner Quantum Portfolio Management LLC | 2,300 | $206,954 | $198,743 | -$8,211 | -3.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 8,057 | $506,834.86 | $713,447.35 | $206,612.49 | 40.77% |