| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 213 | $160,474.27 | $218,925.66 | $58,451.39 | 36.42% |
NICOLE MARTIN Arlington Trust Co LLC | 80 | $90,631 | $83,003.2 | -$7,627.8 | -8.42% |
Chris Kleine Park Capital Management, LLC / WI | 219 | $247,485.74 | $230,063.88 | -$17,421.86 | -7.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 946 | $854,939.72 | $982,567.63 | $127,627.91 | 14.93% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 930 | $962,168.69 | $974,249.36 | $12,080.67 | 1.26% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 195 | $135,807.1 | $203,809.12 | $68,002.02 | 50.07% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 7,644 | $7.22M | $7.99M | $770,857.7 | 10.68% |
| KS Kristi Shields ROGCO, LP | 536 | $478,786 | $559,176.64 | $80,390.64 | 16.79% |
Syon Capital LLC SYON CAPITAL LLC | 1,617 | $1.08M | $1.66M | $581,226.57 | 53.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,432 | $5.05M | $6.74M | $1.69M | 33.46% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,070 | $710,537.77 | $1.12M | $408,008.13 | 57.42% |
| AK Alisha Kamadia United Community Bank | 278 | $192,720.16 | $288,550.1 | $95,829.94 | 49.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,299 | $14.38M | $19.17M | $4.79M | 33.28% |
Robert Shea NEOS Investment Management LLC | 9,793 | $7.69M | $10.18M | $2.49M | 32.46% |
James Rankin Modern Wealth Management, LLC | 301 | $226,398.44 | $312,025.63 | $85,627.19 | 37.82% |
David Vollmer PFS Partners, LLC | 126 | $119,294.76 | $130,989.6 | $11,694.84 | 9.8% |
Benj Foor Frazier Financial Advisors, LLC | 56 | $45,722 | $58,203.04 | $12,481.04 | 27.3% |
Angela Kelley HTLF Bank | 1,245 | $720,219.04 | $1.3M | $577,693.46 | 80.21% |
Amir Har-El Savvy Advisors, Inc. | 1,007 | $915,460.41 | $1.05M | $132,141.83 | 14.43% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 50 | $50,039 | $51,744.75 | $1,705.75 | 3.41% |