| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Barr Red Mountain Financial, LLC | 2,217 | $308,540 | $333,259.44 | $24,719.44 | 8.01% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,949 | $3.68M | $3.6M | -$89,359.08 | -2.43% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 135 | $18,696.9 | $20,268.9 | $1,572 | 8.41% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,108 | $428,554.98 | $464,086.56 | $35,531.58 | 8.29% |
Syon Capital LLC SYON CAPITAL LLC | 23,717 | $3.08M | $3.54M | $460,956.06 | 14.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 292,323 | $41.06M | $43.67M | $2.61M | 6.36% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 12,673 | $1.76M | $1.89M | $129,873.04 | 7.36% |
Brian Glenn Premier Path Wealth Partners, LLC | 54,470 | $7.58M | $8.14M | $557,562.26 | 7.36% |
| AK Alisha Kamadia United Community Bank | 833 | $128,948.5 | $124,383.56 | -$4,564.94 | -3.54% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,090 | $291,668.55 | $312,601.3 | $20,932.75 | 7.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 149,093 | $21.86M | $22.44M | $583,981.08 | 2.67% |
Teresa Douberly Burford Brothers, Inc. | 4,382 | $602,385.76 | $657,913.48 | $55,527.72 | 9.22% |
James Rankin Modern Wealth Management, LLC | 7,201 | $1M | $1.08M | $74,387.82 | 7.42% |
David Vollmer PFS Partners, LLC | 146 | $19,403.15 | $21,840.14 | $2,436.99 | 12.56% |
Angela Kelley HTLF Bank | 1,589 | $240,674.83 | $237,396.6 | -$3,278.23 | -1.36% |
Amir Har-El Savvy Advisors, Inc. | 50,390 | $7.8M | $7.57M | -$228,743.29 | -2.93% |
Owen McCabe Tyche Wealth Partners LLC | 4,594 | $654,392.1 | $686,481.42 | $32,089.32 | 4.9% |
United Advisor Group LLC United Advisor Group, LLC | 3,434 | $511,743.7 | $512,421.48 | $677.78 | 0.13% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,369 | $351,944.55 | $354,497.16 | $2,552.61 | 0.73% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,701 | $1.54M | $1.61M | $66,662.4 | 4.32% |