| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 7,028 | $670,748.94 | $1.1M | $431,382.02 | 64.31% |
NICOLE MARTIN Arlington Trust Co LLC | 94 | $11,392.69 | $14,457.2 | $3,064.51 | 26.9% |
Chris Kleine Park Capital Management, LLC / WI | 3,971 | $532,792.73 | $617,331.66 | $84,538.93 | 15.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,310 | $1.52M | $1.61M | $88,999.33 | 5.84% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,586 | $308,976.4 | $400,493.82 | $91,517.42 | 29.62% |
Syon Capital LLC SYON CAPITAL LLC | 5,849 | $593,333.04 | $917,415.65 | $324,082.61 | 54.62% |
Florian Peters denkapparat Operations GmbH | 4,600 | $600,806 | $712,103 | $111,297 | 18.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,755 | $164,001.75 | $270,691.2 | $106,689.45 | 65.05% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,199 | $664,238.2 | $801,893.76 | $137,655.56 | 20.72% |
| AK Alisha Kamadia United Community Bank | 6,614 | $677,718.33 | $1.02M | $342,425.03 | 50.53% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,336 | $209,345 | $209,157.48 | -$187.52 | -0.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 96,636 | $11.81M | $14.91M | $3.1M | 26.24% |
Mark Petersen Prosperitas Financial LLC | 1,983 | $259,059 | $310,389.07 | $51,330.07 | 19.81% |
Robert Shea NEOS Investment Management LLC | 73,898 | $8.3M | $11.42M | $3.12M | 37.62% |
RENEE PILKENTON Exchange Bank | 10,018 | $1.32M | $1.59M | $268,682.85 | 20.33% |
Teresa Douberly Burford Brothers, Inc. | 8,247 | $910,827.19 | $1.29M | $381,436.47 | 41.88% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,366 | $212,265.24 | $372,029.84 | $159,764.6 | 75.27% |
James Rankin Modern Wealth Management, LLC | 9,145 | $1.35M | $1.43M | $81,729.67 | 6.05% |
David Vollmer PFS Partners, LLC | 36 | $8,283.95 | $5,562 | -$2,721.95 | -32.86% |
Benj Foor Frazier Financial Advisors, LLC | 113 | $17,228.46 | $17,447.2 | $218.74 | 1.27% |