| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 7,216 | $277,697.16 | $374,077.44 | $96,380.28 | 34.71% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 47,314 | $1.66M | $2.45M | $797,309.23 | 48.16% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 13,828 | $531,712.64 | $717,120.08 | $185,407.44 | 34.87% |
Syon Capital LLC SYON CAPITAL LLC | 14,770 | $647,473.82 | $784,286.97 | $136,813.15 | 21.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,739 | $920,346.11 | $1.02M | $102,923.65 | 11.18% |
| MC Megan Claucherty Kodai Capital Management LP | 546,670 | $23.71M | $28.34M | $4.62M | 19.5% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,652 | $663,432.79 | $863,239.68 | $199,806.89 | 30.12% |
| AK Alisha Kamadia United Community Bank | 18,360 | $794,697.38 | $967,021.2 | $172,323.82 | 21.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 307,570 | $13.46M | $15.94M | $2.49M | 18.5% |
Robert Shea NEOS Investment Management LLC | 206,396 | $8.97M | $10.8M | $1.82M | 20.32% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 18,933 | $748,098.3 | $981,486.72 | $233,388.42 | 31.2% |
James Rankin Modern Wealth Management, LLC | 16,605 | $774,811.03 | $881,725.47 | $106,914.44 | 13.8% |
David Vollmer PFS Partners, LLC | 412 | $18,714.43 | $21,358.08 | $2,643.65 | 14.13% |
Benj Foor Frazier Financial Advisors, LLC | 59 | $2,900.01 | $3,059.74 | $159.73 | 5.51% |
Angela Kelley HTLF Bank | 4,615 | $200,199 | $239,241.6 | $39,042.6 | 19.5% |
Amir Har-El Savvy Advisors, Inc. | 19,844 | $884,164.2 | $1.03M | $144,548.76 | 16.35% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17,334 | $715,422.17 | $898,594.56 | $183,172.39 | 25.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,109 | $276,429.61 | $368,530.56 | $92,100.95 | 33.32% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,352 | $216,812 | $225,694.72 | $8,882.72 | 4.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,997 | $113,811.7 | $155,364.48 | $41,552.78 | 36.51% |