| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 40,969 | $1.99M | $2.37M | $376,114.21 | 18.9% |
Syon Capital LLC SYON CAPITAL LLC | 40,246 | $1.39M | $2.33M | $939,686.36 | 67.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 94,068 | $5.18M | $5.64M | $465,550.51 | 8.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,311 | $1.5M | $1.7M | $197,359.51 | 13.15% |
Charles Corkery PUREfi Wealth, LLC | 5,213 | $321,955 | $310,642.67 | -$11,312.33 | -3.51% |
James Rankin Modern Wealth Management, LLC | 280,967 | $14.94M | $16.23M | $1.29M | 8.65% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 127,523 | $4.67M | $7.58M | $2.91M | 62.24% |
Amir Har-El Savvy Advisors, Inc. | 11,899 | $642,563.8 | $688,238.16 | $45,674.36 | 7.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,418 | $255,989.22 | $264,306.85 | $8,317.63 | 3.25% |
United Advisor Group LLC United Advisor Group, LLC | 7,019 | $217,280.08 | $418,437.68 | $201,157.6 | 92.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,134 | $86,500.05 | $123,206.49 | $36,706.44 | 42.44% |
Jon Deven Mouton CAP Partners, LLC | 5,878 | $247,263.97 | $350,652.09 | $103,388.12 | 41.81% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 50,339 | $2.75M | $2.92M | $171,416.44 | 6.24% |
Darin Sadow Freestone Grove Partners LP | 458,286 | $28.3M | $26.49M | -$1.81M | -6.4% |
Brad McFadden Glenorchy Capital Ltd | 18,660 | $663,495.1 | $1.08M | $414,959.6 | 62.54% |
Anthony Blagrove Traveka Wealth, LLC | 4,775 | $253,647.68 | $284,876.5 | $31,228.82 | 12.31% |
Keisuke Ichihara Rakuten Securities, Inc. | 6,055 | $194,849.02 | $363,178.9 | $168,329.88 | 86.39% |
Joshua Stipcich Tidemark, LLC | 225 | $13,896 | $13,000.5 | -$895.5 | -6.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18,754 | $868,416.22 | $1.06M | $194,185.42 | 22.36% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 54,529 | $1.6M | $3.26M | $1.66M | 104.1% |