| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 5,066 | $743,925.82 | $731,733.04 | -$12,192.78 | -1.64% |
Kristy DeJarnette Financial Security Advisor, Inc. | 1,459 | $211,069.63 | $213,612.19 | $2,542.56 | 1.2% |
NICOLE MARTIN Arlington Trust Co LLC | 2,442 | $328,797.61 | $357,972.78 | $29,175.17 | 8.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 70,476 | $7.74M | $10.17M | $2.44M | 31.48% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,281 | $914,047.57 | $908,106.98 | -$5,940.59 | -0.65% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,762 | $423,260.01 | $553,390.2 | $130,130.19 | 30.74% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 111,625 | $12.57M | $16.43M | $3.86M | 30.74% |
Syon Capital LLC SYON CAPITAL LLC | 16,044 | $1.98M | $2.32M | $343,031.58 | 17.36% |
Florian Peters denkapparat Operations GmbH | 4,200 | $548,691.9 | $618,093 | $69,401.1 | 12.65% |
Kevin Bresler TD Waterhouse Canada Inc. | 913,511 | $124.46M | $132.08M | $7.62M | 6.12% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,461 | $1.7M | $2.42M | $717,864.01 | 42.11% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 213,533 | $21.06M | $30.87M | $9.82M | 46.62% |
| AK Alisha Kamadia United Community Bank | 1,008 | $154,117.74 | $148,095.36 | -$6,022.38 | -3.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 88,756 | $10.45M | $12.83M | $2.38M | 22.8% |
Robert Shea NEOS Investment Management LLC | 181,654 | $23.73M | $26.69M | $2.97M | 12.5% |
RENEE PILKENTON Exchange Bank | 1,626 | $235,023.97 | $238,143.96 | $3,119.99 | 1.33% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,634 | $171,907.6 | $239,282.96 | $67,375.36 | 39.19% |
Mark Weber DecisionMap Wealth Management, LLC | 1,975 | $239,988.71 | $289,041.25 | $49,052.54 | 20.44% |
James Rankin Modern Wealth Management, LLC | 15,853 | $1.92M | $2.28M | $361,818.18 | 18.82% |
David Vollmer PFS Partners, LLC | 437 | $60,685.97 | $64,234.63 | $3,548.66 | 5.85% |