| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 7,990 | $2.62M | $2.92M | $302,724.66 | 11.57% |
Melissa S. Kampmann Kampmann Melissa S. | 7,355 | $2.94M | $2.68M | -$251,246.68 | -8.56% |
Brian Glenn Premier Path Wealth Partners, LLC | 745 | $240,471 | $272,550.8 | $32,079.8 | 13.34% |
| AK Alisha Kamadia United Community Bank | 398 | $131,789.28 | $145,604.32 | $13,815.04 | 10.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,113 | $1.82M | $1.87M | $47,340.12 | 2.6% |
Robert Shea NEOS Investment Management LLC | 30,543 | $10.87M | $11.17M | $300,499.06 | 2.76% |
James Rankin Modern Wealth Management, LLC | 2,550 | $819,534 | $932,892 | $113,358 | 13.83% |
David Vollmer PFS Partners, LLC | 15 | $4,509 | $5,487.6 | $978.6 | 21.7% |
Benj Foor Frazier Financial Advisors, LLC | 118 | $35,130.15 | $43,169.12 | $8,038.97 | 22.88% |
Amir Har-El Savvy Advisors, Inc. | 1,015 | $358,772.14 | $371,155.05 | $12,382.91 | 3.45% |
Ann Keitner Quantum Portfolio Management LLC | 1,326 | $486,407.18 | $485,103.84 | -$1,303.34 | -0.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 759 | $222,827.21 | $277,672.56 | $54,845.35 | 24.61% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,291 | $1.14M | $1.2M | $67,995.67 | 5.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 124 | $38,432.79 | $45,343.08 | $6,910.29 | 17.98% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 7 | $2,092 | $2,560.88 | $468.88 | 22.41% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 106 | $34,086 | $38,761.02 | $4,675.02 | 13.72% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 799 | $282,528.39 | $292,170.33 | $9,641.94 | 3.41% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $4,784.44 | $5,850.72 | $1,066.28 | 22.29% |
Michel Del Buono a16z Perennial Management, L.P. | 2,310 | $823,677.28 | $844,697.7 | $21,020.42 | 2.55% |
Curtis Burkholder Bare Financial Services, Inc | 5 | $1,783.17 | $1,824.8 | $41.63 | 2.33% |