| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 74 | $19,984.52 | $32,312.84 | $12,328.32 | 61.69% |
Syon Capital LLC SYON CAPITAL LLC | 8,459 | $2.51M | $3.74M | $1.22M | 48.66% |
Florian Peters denkapparat Operations GmbH | 4,574 | $1.45M | $1.99M | $542,114.84 | 37.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 103,282 | $32.2M | $44.67M | $12.47M | 38.73% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 237 | $63,697 | $103,144.77 | $39,447.77 | 61.93% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,238 | $1.92M | $2.7M | $778,120.29 | 40.53% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 5,739 | $1.65M | $2.49M | $837,951.13 | 50.69% |
| AK Alisha Kamadia United Community Bank | 1,338 | $411,291.44 | $580,906.08 | $169,614.64 | 41.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,650 | $16.4M | $22.34M | $5.93M | 36.17% |
Robert Shea NEOS Investment Management LLC | 409,827 | $128.47M | $177.99M | $49.53M | 38.55% |
Teresa Douberly Burford Brothers, Inc. | 3,252 | $942,335.08 | $1.42M | $480,902.72 | 51.03% |
James Rankin Modern Wealth Management, LLC | 10,149 | $3.2M | $4.48M | $1.28M | 39.85% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 853 | $270,985.11 | $371,498.56 | $100,513.45 | 37.09% |
Menachem Striks Morton Capital Management LLC/CA | 6,352 | $1.56M | $2.77M | $1.21M | 77.8% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 8,948 | $2.88M | $3.9M | $1.02M | 35.39% |
David Vollmer PFS Partners, LLC | 44 | $14,483.89 | $19,115.36 | $4,631.47 | 31.98% |
Benj Foor Frazier Financial Advisors, LLC | 122 | $40,601.26 | $52,977.28 | $12,376.02 | 30.48% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,712 | $2.15M | $2.94M | $793,009.38 | 36.94% |
Angela Kelley HTLF Bank | 26,932 | $7.76M | $11.76M | $4M | 51.59% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,809 | $1.1M | $1.66M | $564,496.04 | 51.35% |