| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Kleine Park Capital Management, LLC / WI | 3,013 | $2.91M | $2.58M | -$328,025.31 | -11.28% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,940 | $2.76M | $3.37M | $609,753.9 | 22.07% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 825 | $796,735 | $706,307.25 | -$90,427.75 | -11.35% |
Syon Capital LLC SYON CAPITAL LLC | 2,155 | $508,709.2 | $2.1M | $1.59M | 312.37% |
Kevin Bresler TD Waterhouse Canada Inc. | 65,693 | $30.19M | $56.24M | $26.05M | 86.27% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,553 | $449,676.06 | $1.33M | $879,893.83 | 195.67% |
| AK Alisha Kamadia United Community Bank | 144 | $18,881.8 | $126,462.24 | $107,580.44 | 569.76% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 642 | $251,510 | $549,635.46 | $298,125.46 | 118.53% |
Nitin Wadke Tribune Investment Group LP | 4,590 | $4.43M | $4.03M | -$398,366.1 | -8.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,821 | $2.51M | $7.55M | $5.04M | 200.5% |
Robert Shea NEOS Investment Management LLC | 166,382 | $63.63M | $133.27M | $69.65M | 109.46% |
Riley Stephenson Stephenson & Company, Inc. | 315 | $303,975 | $269,680.95 | -$34,294.05 | -11.28% |
James Rankin Modern Wealth Management, LLC | 1,408 | $223,698.03 | $1.37M | $1.15M | 512.7% |
KKM Financial LLC KKM Financial LLC | 2,377 | $202,924.69 | $2.31M | $2.11M | 1,040.26% |
David Vollmer PFS Partners, LLC | 332 | $38,872.85 | $284,235.16 | $245,362.31 | 631.19% |
Benj Foor Frazier Financial Advisors, LLC | 10 | $7,931 | $8,126 | $195 | 2.46% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 266 | $256,468 | $227,730.58 | -$28,737.42 | -11.21% |
Amir Har-El Savvy Advisors, Inc. | 2,188 | $650,186.54 | $1.87M | $1.22M | 188.1% |
Ann Keitner Quantum Portfolio Management LLC | 1,781 | $430,854.85 | $1.73M | $1.3M | 302.39% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 13 | $12,545 | $11,129.69 | -$1,415.31 | -11.28% |