| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 7,027 | $1.16M | $1.45M | $285,269.48 | 24.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 13,795 | $2.75M | $2.84M | $92,578.03 | 3.37% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,226 | $683,929.54 | $869,837.58 | $185,908.04 | 27.18% |
| AK Alisha Kamadia United Community Bank | 57 | $11,712.09 | $11,732.31 | $20.22 | 0.17% |
Nitin Wadke Tribune Investment Group LP | 23,960 | $4.05M | $4.95M | $898,859.8 | 22.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,188 | $2.98M | $3.13M | $144,663.27 | 4.85% |
Robert Shea NEOS Investment Management LLC | 272,539 | $51.58M | $56.1M | $4.52M | 8.75% |
Charles Corkery PUREfi Wealth, LLC | 2,700 | $493,446.63 | $557,968.5 | $64,521.87 | 13.08% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,828 | $376,341.12 | $377,765.34 | $1,424.22 | 0.38% |
Benj Foor Frazier Financial Advisors, LLC | 40 | $6,766 | $8,233.2 | $1,467.2 | 21.68% |
Amir Har-El Savvy Advisors, Inc. | 2,851 | $580,882.92 | $587,363.02 | $6,480.1 | 1.12% |
Joseph Morrison Sentry LLC | 54,736 | $6.33M | $11.27M | $4.93M | 77.95% |
Owen McCabe Tyche Wealth Partners LLC | 2,469 | $460,888.69 | $508,194.27 | $47,305.58 | 10.26% |
United Advisor Group LLC United Advisor Group, LLC | 2,910 | $519,435.1 | $598,965.3 | $79,530.2 | 15.31% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,783 | $285,325.76 | $366,994.89 | $81,669.13 | 28.62% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,341 | $1.19M | $1.31M | $111,230.44 | 9.32% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 12 | $1,808 | $2,472.24 | $664.24 | 36.74% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 298 | $50,404 | $61,393.96 | $10,989.96 | 21.8% |
PETER KRUSSEL Southland Equity Partners LLC | 4,509 | $462,221.31 | $931,807.39 | $469,586.08 | 101.59% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,367 | $280,608.29 | $281,369.61 | $761.32 | 0.27% |