| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 7,290 | $543,589.89 | $658,943.1 | $115,353.21 | 21.22% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 617 | $46,516.32 | $55,770.63 | $9,254.31 | 19.89% |
NICOLE MARTIN Arlington Trust Co LLC | 382 | $26,378.72 | $34,926.26 | $8,547.54 | 32.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 48,048 | $3.49M | $4.43M | $939,876.15 | 26.91% |
JOHN TERRILL Peoples Bank/KS | 8,985 | $709,438.16 | $826,934.47 | $117,496.31 | 16.56% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 7,416 | $597,061.2 | $670,332.24 | $73,271.04 | 12.27% |
Syon Capital LLC SYON CAPITAL LLC | 21,781 | $1.57M | $2.01M | $439,108.11 | 27.99% |
Florian Peters denkapparat Operations GmbH | 3,318 | $343,247 | $299,914.02 | -$43,332.98 | -12.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 452,488 | $36.27M | $41.89M | $5.62M | 15.5% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 203 | $14,173.46 | $17,772.65 | $3,599.19 | 25.39% |
Brian Glenn Premier Path Wealth Partners, LLC | 20,349 | $1.49M | $1.84M | $344,410.39 | 23.04% |
| AK Alisha Kamadia United Community Bank | 384 | $22,679.04 | $34,709.76 | $12,030.72 | 53.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 113,425 | $10.63M | $10.5M | -$129,910.11 | -1.22% |
Robert Shea NEOS Investment Management LLC | 206,750 | $15.06M | $18.69M | $3.63M | 24.1% |
James Rankin Modern Wealth Management, LLC | 8,446 | $708,677.46 | $777,454.3 | $68,776.84 | 9.7% |
KKM Financial LLC KKM Financial LLC | 88,558 | $6.73M | $7.75M | $1.02M | 15.18% |
David Vollmer PFS Partners, LLC | 31 | $2,338.45 | $2,802.09 | $463.64 | 19.83% |
Benj Foor Frazier Financial Advisors, LLC | 1,391 | $110,183.94 | $125,732.49 | $15,548.55 | 14.11% |
Scott L. Comeau BCU Wealth Advisors, LLC | 7,753 | $610,530.51 | $716,415.96 | $105,885.45 | 17.34% |
Amir Har-El Savvy Advisors, Inc. | 15,081 | $1.15M | $1.39M | $236,840.47 | 20.57% |