| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 22,822 | $667,070.88 | $1.09M | $421,538.52 | 63.19% |
NICOLE MARTIN Arlington Trust Co LLC | 7,077 | $272,565.29 | $335,276.41 | $62,711.12 | 23.01% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 47,314 | $1.66M | $2.2M | $540,394.21 | 32.64% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 13,828 | $531,712.64 | $651,506.22 | $119,793.58 | 22.53% |
Syon Capital LLC SYON CAPITAL LLC | 14,770 | $647,473.82 | $685,771.1 | $38,297.28 | 5.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,739 | $920,346.11 | $919,245.23 | -$1,100.88 | -0.12% |
| MC Megan Claucherty Kodai Capital Management LP | 546,670 | $23.71M | $25.95M | $2.24M | 9.43% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,473 | $656,824.11 | $776,537.22 | $119,713.11 | 18.23% |
| AK Alisha Kamadia United Community Bank | 18,360 | $794,697.38 | $864,664.2 | $69,966.82 | 8.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 377,499 | $16.94M | $17.58M | $641,093.75 | 3.78% |
Robert Shea NEOS Investment Management LLC | 206,396 | $8.97M | $9.76M | $786,911.29 | 8.77% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 18,888 | $746,138.99 | $901,902 | $155,763.01 | 20.88% |
James Rankin Modern Wealth Management, LLC | 16,605 | $774,811.03 | $775,121.4 | $310.37 | 0.04% |
David Vollmer PFS Partners, LLC | 412 | $18,714.43 | $19,483.48 | $769.05 | 4.11% |
Benj Foor Frazier Financial Advisors, LLC | 59 | $2,900.01 | $2,789.81 | -$110.2 | -3.8% |
Angela Kelley HTLF Bank | 4,615 | $200,199 | $219,350.95 | $19,151.95 | 9.57% |
Amir Har-El Savvy Advisors, Inc. | 18,638 | $832,318.28 | $868,717.18 | $36,398.9 | 4.37% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 16,659 | $687,645.91 | $788,470.47 | $100,824.56 | 14.66% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,317 | $286,792.2 | $344,923.38 | $58,131.18 | 20.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,352 | $216,812 | $205,262.08 | -$11,549.92 | -5.33% |