| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,222 | $218,428 | $253,732.5 | $35,304.5 | 16.16% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 29,717 | $1.61M | $2.37M | $754,745.46 | 46.79% |
Syon Capital LLC SYON CAPITAL LLC | 7,941 | $602,548.61 | $620,898.85 | $18,350.24 | 3.05% |
Florian Peters denkapparat Operations GmbH | 10,498 | $562,168 | $858,106.52 | $295,938.52 | 52.64% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,825 | $151,333.91 | $145,452.5 | -$5,881.41 | -3.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,025 | $205,086 | $241,092.5 | $36,006.5 | 17.56% |
Robert Shea NEOS Investment Management LLC | 24,407 | $1.84M | $1.99M | $144,727.71 | 7.86% |
Teresa Douberly Burford Brothers, Inc. | 9,148 | $620,210 | $743,938.23 | $123,728.23 | 19.95% |
Savoie Capital LLC Savoie Capital LLC | 11,316 | $1.27M | $887,061.24 | -$384,787.52 | -30.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 18 | $1,263.44 | $1,413.45 | $150.01 | 11.87% |
Taylor Wagner Valued Wealth Advisors LLC | 1 | $78.5 | $79.7 | $1.2 | 1.53% |
Darin Sadow Freestone Grove Partners LP | 13,921 | $882,730.69 | $1.09M | $207,422.82 | 23.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 103 | $6,953.65 | $8,209.1 | $1,255.45 | 18.05% |
Rob Dainard Hara Capital LLC | 520 | $51,360 | $42,094 | -$9,266 | -18.04% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,001 | $158,925.3 | $153,856.89 | -$5,068.41 | -3.19% |
Matthew Stead Sachetta, LLC | 159 | $9,249.66 | $12,468.54 | $3,218.88 | 34.8% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 77 | $4,152.61 | $6,090.7 | $1,938.09 | 46.67% |
Alan Gilmore Private Wealth Management Group, LLC | 1 | $64.64 | $79.1 | $14.46 | 22.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 52,673 | $3.69M | $4.17M | $472,805.93 | 12.8% |
Angela Mari Abich Financial Wealth Management LLC | 3,516 | $309,140.57 | $286,026.6 | -$23,113.97 | -7.48% |