| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 29 | $2,809.33 | $8,162.05 | $5,352.72 | 190.53% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 19,848 | $3.6M | $5.58M | $1.97M | 54.81% |
Jae Cho Marex Group plc | 807 | $216,389 | $228,090.48 | $11,701.48 | 5.41% |
NICOLE MARTIN Arlington Trust Co LLC | 600 | $120,282.01 | $175,386 | $55,103.99 | 45.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,870 | $471,811.42 | $527,489.6 | $55,678.18 | 11.8% |
MICHAEL DE LUZ Williams & Novak, LLC | 1,410 | $214,763.05 | $407,870.7 | $193,107.65 | 89.92% |
Syon Capital LLC SYON CAPITAL LLC | 1,690 | $321,819.6 | $476,275.8 | $154,456.2 | 47.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 20,344 | $4.93M | $5.75M | $815,853.25 | 16.54% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,003 | $304,223.36 | $581,791.38 | $277,568.02 | 91.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,639 | $531,633.42 | $745,649.45 | $214,016.03 | 40.26% |
Robert Shea NEOS Investment Management LLC | 177,870 | $42.23M | $51.89M | $9.66M | 22.88% |
Charles Corkery PUREfi Wealth, LLC | 1,832 | $390,524.55 | $530,757.88 | $140,233.33 | 35.91% |
James Rankin Modern Wealth Management, LLC | 2,940 | $788,480 | $829,109.4 | $40,629.4 | 5.15% |
Amir Har-El Savvy Advisors, Inc. | 1,184 | $239,875.28 | $333,621.6 | $93,746.32 | 39.08% |
Ann Keitner Quantum Portfolio Management LLC | 552 | $148,013 | $160,474.68 | $12,461.68 | 8.42% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,538 | $520,606.02 | $742,720.32 | $222,114.3 | 42.66% |
Owen McCabe Tyche Wealth Partners LLC | 1,078 | $270,254 | $312,889.5 | $42,635.5 | 15.78% |
Jeff Ramsey Quotient Wealth Partners, LLC | 820 | $219,875 | $238,177.2 | $18,302.2 | 8.32% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,396 | $208,664.75 | $402,602.91 | $193,938.16 | 92.94% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5 | $434.37 | $1,413.25 | $978.88 | 225.36% |