| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 1,110 | $1.08M | $1.05M | -$27,863.54 | -2.57% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 909 | $696,924.33 | $863,522.73 | $166,598.4 | 23.9% |
MICHAEL DE LUZ Williams & Novak, LLC | 440 | $413,188.42 | $416,644.8 | $3,456.38 | 0.84% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 72,244 | $51.23M | $68.48M | $17.25M | 33.68% |
| KS Kristi Shields ROGCO, LP | 29 | $17,893.08 | $27,549.13 | $9,656.05 | 53.97% |
Syon Capital LLC SYON CAPITAL LLC | 8,840 | $6.42M | $8.4M | $1.98M | 30.83% |
Kevin Bresler TD Waterhouse Canada Inc. | 333,022 | $261.55M | $315.71M | $54.15M | 20.71% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 392 | $221,465 | $372,388.24 | $150,923.24 | 68.15% |
Melissa S. Kampmann Kampmann Melissa S. | 2,076 | $1.86M | $1.97M | $115,169.84 | 6.2% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,095 | $3.1M | $3.89M | $795,056.32 | 25.69% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 35,455 | $24.64M | $33.68M | $9.04M | 36.69% |
| AK Alisha Kamadia United Community Bank | 1,659 | $1.11M | $1.58M | $468,359.1 | 42.28% |
Greg Werlinich Werlinich Asset Management, LLC | 3,624 | $1.29M | $3.43M | $2.14M | 165.37% |
Mark Romin Lakeshore Financial Planning, Inc. | 586 | $340,145.02 | $556,682.42 | $216,537.4 | 63.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,766 | $19.93M | $21.62M | $1.68M | 8.45% |
Mark Petersen Prosperitas Financial LLC | 4,846 | $4.37M | $4.6M | $232,083.53 | 5.31% |
Robert Shea NEOS Investment Management LLC | 330,824 | $301.2M | $314.18M | $12.98M | 4.31% |
RENEE PILKENTON Exchange Bank | 825 | $461,482.84 | $782,033.98 | $320,551.14 | 69.46% |
Teresa Douberly Burford Brothers, Inc. | 452 | $352,494.84 | $429,386.44 | $76,891.6 | 21.81% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 571 | $380,175.84 | $541,262.31 | $161,086.47 | 42.37% |