| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 3,611 | $1.75M | $2.43M | $679,518.03 | 38.8% |
Jae Cho Marex Group plc | 2,266 | $1.13M | $1.57M | $444,309.17 | 39.46% |
Jesse Steele Etesian Wealth Advisors, Inc. | 702 | $386,584.56 | $472,586.4 | $86,001.84 | 22.25% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,184 | $1.01M | $1.47M | $457,348.57 | 45.15% |
NICOLE MARTIN Arlington Trust Co LLC | 317 | $158,705.8 | $218,129.28 | $59,423.48 | 37.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 32,503 | $17.06M | $22.73M | $5.67M | 33.27% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 817 | $436,133.42 | $550,004.41 | $113,870.99 | 26.11% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 468 | $265,796.09 | $315,057.6 | $49,261.51 | 18.53% |
| KS Kristi Shields ROGCO, LP | 1,162 | $499,078.51 | $782,258.41 | $283,179.9 | 56.74% |
Syon Capital LLC SYON CAPITAL LLC | 3,474 | $1.82M | $2.4M | $581,550.26 | 31.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 41,920 | $20.99M | $29.2M | $8.21M | 39.1% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,210 | $933,413.57 | $1.47M | $531,904.78 | 56.98% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,945 | $1.95M | $2.66M | $701,567.81 | 35.9% |
| AK Alisha Kamadia United Community Bank | 694 | $341,121.57 | $467,200.81 | $126,079.24 | 36.96% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 406 | $203,552 | $273,319.2 | $69,767.2 | 34.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,699 | $11.9M | $15.81M | $3.91M | 32.87% |
Robert Shea NEOS Investment Management LLC | 61,295 | $31.54M | $41.26M | $9.73M | 30.85% |
James Rankin Modern Wealth Management, LLC | 6,063 | $3.43M | $4.21M | $780,685.4 | 22.73% |
Benj Foor Frazier Financial Advisors, LLC | 106 | $53,898.04 | $71,359.2 | $17,461.16 | 32.4% |
Angela Kelley HTLF Bank | 1,346 | $717,534.76 | $906,127.21 | $188,592.45 | 26.28% |