| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 70,061 | $26.37M | $25.74M | -$624,604 | -2.37% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,162 | $762,941.42 | $1.16M | $398,809 | 52.27% |
| AK Alisha Kamadia United Community Bank | 245 | $70,120.21 | $94,185.35 | $24,065.14 | 34.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 30,769 | $6.83M | $11.3M | $4.48M | 65.62% |
Robert Shea NEOS Investment Management LLC | 373,750 | $99.67M | $143.49M | $43.82M | 43.97% |
Charles Corkery PUREfi Wealth, LLC | 2,565 | $682,941.97 | $942,406.65 | $259,464.68 | 37.99% |
James Rankin Modern Wealth Management, LLC | 2,019 | $519,990.56 | $786,178.43 | $266,187.87 | 51.19% |
Menachem Striks Morton Capital Management LLC/CA | 1,125 | $255,549.73 | $413,336.25 | $157,786.52 | 61.74% |
David Vollmer PFS Partners, LLC | 376 | $76,285 | $138,146.16 | $61,861.16 | 81.09% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $9,056.83 | $8,830.27 | -$226.56 | -2.5% |
Angela Kelley HTLF Bank | 1,647 | $327,858.68 | $605,124.27 | $277,265.59 | 84.57% |
Amir Har-El Savvy Advisors, Inc. | 3,248 | $870,393.61 | $1.19M | $322,954.07 | 37.1% |
Ann Keitner Quantum Portfolio Management LLC | 1,959 | $574,731.75 | $762,815.03 | $188,083.28 | 32.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 662 | $211,083.02 | $243,225.42 | $32,142.4 | 15.23% |
Owen McCabe Tyche Wealth Partners LLC | 776 | $210,389.87 | $294,414.4 | $84,024.53 | 39.94% |
United Advisor Group LLC United Advisor Group, LLC | 1,130 | $290,496.89 | $415,173.3 | $124,676.41 | 42.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,615 | $574,447.02 | $960,777.15 | $386,330.13 | 67.25% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,351 | $800,521.39 | $1.23M | $430,669.52 | 53.8% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,569 | $311,540.71 | $576,466.29 | $264,925.58 | 85.04% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 754 | $204,589.79 | $289,479.45 | $84,889.66 | 41.49% |