| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Greer GSG Advisors LLC | 14,087 | $823,521.85 | $1.21M | $381,480.13 | 46.32% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 98,280 | $5.67M | $8.14M | $2.48M | 43.7% |
Jae Cho Marex Group plc | 106,593 | $8.93M | $9.13M | $205,724.24 | 2.3% |
Christopher Barr Red Mountain Financial, LLC | 32,516 | $1.88M | $2.69M | $815,935.96 | 43.45% |
NICOLE MARTIN Arlington Trust Co LLC | 955 | $53,614 | $79,121.75 | $25,507.75 | 47.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 386,084 | $21.36M | $31.99M | $10.62M | 49.72% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,121 | $196,454.35 | $266,002.83 | $69,548.48 | 35.4% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,586 | $324,680.77 | $462,800.1 | $138,119.33 | 42.54% |
Syon Capital LLC SYON CAPITAL LLC | 5,055 | $339,879.75 | $433,112.4 | $93,232.65 | 27.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 98,291 | $6.95M | $8.14M | $1.2M | 17.23% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 3,971 | $222,932 | $328,997.35 | $106,065.35 | 47.58% |
| AK Alisha Kamadia United Community Bank | 221 | $16,256.64 | $18,904.34 | $2,647.7 | 16.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 75,722 | $5.23M | $6.27M | $1.05M | 20.05% |
Riley Stephenson Stephenson & Company, Inc. | 4,314 | $244,842.39 | $357,414.9 | $112,572.51 | 45.98% |
James Rankin Modern Wealth Management, LLC | 121,874 | $8.63M | $10.44M | $1.81M | 20.95% |
Joseph C. Gissy Tactive Advisors, LLC | 6,212 | $431,399.68 | $514,664.2 | $83,264.52 | 19.3% |
David Vollmer PFS Partners, LLC | 617 | $39,951.94 | $51,118.45 | $11,166.51 | 27.95% |
Benj Foor Frazier Financial Advisors, LLC | 2,006 | $113,690.88 | $170,971.38 | $57,280.5 | 50.38% |
Angela Kelley HTLF Bank | 8,655 | $507,529.2 | $717,066.75 | $209,537.55 | 41.29% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,777 | $360,880.51 | $395,774.45 | $34,893.94 | 9.67% |