| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 14,797 | $3.54M | $4.27M | $734,375.06 | 20.74% |
| MC Megan Claucherty Kodai Capital Management LP | 10,619 | $3.24M | $3.05M | -$198,203.57 | -6.11% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 39 | $9,383 | $11,180.91 | $1,797.91 | 19.16% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,455 | $857,544.97 | $998,149.5 | $140,604.53 | 16.4% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,535 | $1.06M | $1.3M | $238,903.84 | 22.61% |
| AK Alisha Kamadia United Community Bank | 3,915 | $959,042.65 | $1.12M | $159,746.9 | 16.66% |
Greg Werlinich Werlinich Asset Management, LLC | 13,416 | $2.64M | $3.87M | $1.23M | 46.74% |
Courtney Haddad Concurrent Investment Advisors, LLC | 38,791 | $9.91M | $11.21M | $1.3M | 13.08% |
Mark Petersen Prosperitas Financial LLC | 1,008 | $225,805 | $289,721.78 | $63,916.78 | 28.31% |
Robert Shea NEOS Investment Management LLC | 306,299 | $80.17M | $87.61M | $7.44M | 9.28% |
RENEE PILKENTON Exchange Bank | 5,689 | $1.26M | $1.64M | $383,975.41 | 30.55% |
Teresa Douberly Burford Brothers, Inc. | 1,733 | $405,065.55 | $496,669.13 | $91,603.58 | 22.61% |
Charles Corkery PUREfi Wealth, LLC | 3,635 | $1.07M | $1.04M | -$27,817.15 | -2.6% |
James Rankin Modern Wealth Management, LLC | 6,462 | $1.67M | $1.86M | $196,920.94 | 11.82% |
KKM Financial LLC KKM Financial LLC | 28,115 | $6.94M | $8.06M | $1.11M | 16.03% |
David Vollmer PFS Partners, LLC | 59 | $13,825.33 | $16,875.77 | $3,050.44 | 22.06% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $4,688.07 | $6,580.07 | $1,892 | 40.36% |
Derek Ripp Austin Wealth Management, LLC | 1,046 | $247,220.02 | $301,713.47 | $54,493.45 | 22.04% |
Angela Kelley HTLF Bank | 966 | $240,575.33 | $276,981.18 | $36,405.85 | 15.13% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,163 | $3.3M | $4.06M | $758,924.19 | 23% |