| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 22,035 | $4.85M | $5.5M | $643,486.59 | 13.26% |
| MC Megan Claucherty Kodai Capital Management LP | 6,780 | $1.92M | $1.69M | -$233,435.43 | -12.13% |
| AK Alisha Kamadia United Community Bank | 637 | $146,294.45 | $162,728.02 | $16,433.57 | 11.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,601 | $2.59M | $2.64M | $54,965.39 | 2.12% |
Robert Shea NEOS Investment Management LLC | 41,756 | $11.26M | $10.54M | -$720,172.81 | -6.4% |
James Rankin Modern Wealth Management, LLC | 1,458 | $334,888 | $366,264.19 | $31,376.19 | 9.37% |
David Vollmer PFS Partners, LLC | 4 | $1,239 | $997.68 | -$241.32 | -19.48% |
Amir Har-El Savvy Advisors, Inc. | 3,634 | $867,017.43 | $906,392.28 | $39,374.85 | 4.54% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,510 | $424,350.7 | $376,624.2 | -$47,726.5 | -11.25% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,649 | $419,875.89 | $411,293.58 | -$8,582.31 | -2.04% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,436 | $1.76M | $1.85M | $94,803.68 | 5.39% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 222 | $65,834.32 | $55,371.24 | -$10,463.08 | -15.89% |
Jeffrey McGrath Cetera Trust Company, N.A | 34 | $7,646 | $8,685.64 | $1,039.64 | 13.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 923 | $199,903.15 | $230,214.66 | $30,311.51 | 15.16% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $3,864.45 | $3,990.72 | $126.27 | 3.27% |
Darin Sadow Freestone Grove Partners LP | 150,548 | $32.94M | $37.82M | $4.88M | 14.82% |
Curtis Burkholder Bare Financial Services, Inc | 65 | $15,309.17 | $16,212.3 | $903.13 | 5.9% |
Keisuke Ichihara Rakuten Securities, Inc. | 20 | $6,194.88 | $5,109.2 | -$1,085.68 | -17.53% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,169 | $306,012.38 | $291,571.98 | -$14,440.4 | -4.72% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,536 | $1.24M | $1.38M | $135,868.12 | 10.91% |