| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,104 | $1.71M | $2.28M | $570,605.49 | 33.3% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,060 | $1.26M | $1.25M | -$17,637.8 | -1.4% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 995 | $156,343.89 | $215,178.69 | $58,834.8 | 37.63% |
Syon Capital LLC SYON CAPITAL LLC | 5,381 | $973,498.99 | $1.16M | $190,034.64 | 19.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,247 | $1.31M | $1.7M | $381,495.08 | 29.01% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,565 | $418,924.39 | $527,594.85 | $108,670.46 | 25.94% |
| AK Alisha Kamadia United Community Bank | 10 | $2,195 | $2,142 | -$53 | -2.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,912 | $1.79M | $1.83M | $46,563.33 | 2.61% |
Robert Shea NEOS Investment Management LLC | 47,262 | $8.87M | $10.13M | $1.26M | 14.19% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 8,042 | $1.67M | $1.65M | -$19,092.52 | -1.14% |
Charles Corkery PUREfi Wealth, LLC | 2,740 | $507,841.56 | $563,590.6 | $55,749.04 | 10.98% |
James Rankin Modern Wealth Management, LLC | 2,814 | $487,313.05 | $608,471.22 | $121,158.17 | 24.86% |
David Vollmer PFS Partners, LLC | 516 | $78,141.27 | $106,136.04 | $27,994.77 | 35.83% |
Benj Foor Frazier Financial Advisors, LLC | 76 | $11,087.41 | $16,435.76 | $5,348.35 | 48.24% |
Amir Har-El Savvy Advisors, Inc. | 1,397 | $308,412.24 | $287,348.93 | -$21,063.31 | -6.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,697 | $586,405.78 | $554,745.93 | -$31,659.85 | -5.4% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,833 | $259,206.05 | $377,029.77 | $117,823.72 | 45.46% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 153 | $23,101.3 | $31,470.57 | $8,369.27 | 36.23% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $5,862 | $8,782.2 | $2,920.2 | 49.82% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $4,940 | $6,787.77 | $1,847.77 | 37.4% |