| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 4,827 | $410,773.93 | $496,674.16 | $85,900.23 | 20.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,573 | $153,432.15 | $164,425.69 | $10,993.54 | 7.17% |
| AK Alisha Kamadia United Community Bank | 12 | $1,052 | $1,236.72 | $184.72 | 17.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,356 | $862,164.51 | $977,982.68 | $115,818.17 | 13.43% |
Robert Shea NEOS Investment Management LLC | 37,980 | $3.63M | $3.91M | $282,206.57 | 7.78% |
James Rankin Modern Wealth Management, LLC | 5,467 | $484,139.52 | $559,902.8 | $75,763.28 | 15.65% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 135 | $12,198.45 | $13,873.27 | $1,674.82 | 13.73% |
Christopher Dodds Crown Oak Advisors, LLC | 116,504 | $11.17M | $12.18M | $1.01M | 9.04% |
Curtis Burkholder Bare Financial Services, Inc | 36 | $3,412.62 | $3,710.88 | $298.26 | 8.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 9 | $839.84 | $940.41 | $100.57 | 11.97% |
Dustin Schick Evergreen Private Wealth LLC | 1,559 | $147,588.68 | $159,579.24 | $11,990.56 | 8.12% |
Christy Clarin Portfolio Design Labs, LLC | 10,152 | $1.06M | $1.05M | -$12,066.18 | -1.14% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 32,181 | $3.04M | $3.29M | $251,011.8 | 8.25% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,484 | $345,217.05 | $357,562.92 | $12,345.87 | 3.58% |
Matthew Stead Sachetta, LLC | 126 | $11,709.59 | $12,955.32 | $1,245.73 | 10.64% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 22 | $2,037.69 | $2,267.76 | $230.07 | 11.29% |
Jeff Kautz QSV Equity Investors LLC | 2,849 | $238,889 | $291,623.64 | $52,734.64 | 22.07% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 46,979 | $4.51M | $4.84M | $330,577.6 | 7.33% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3 | $291 | $313.59 | $22.59 | 7.76% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,696 | $280,527.84 | $278,955.12 | -$1,572.72 | -0.56% |