| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 20,272 | $1.14M | $1.81M | $666,427.37 | 58.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 45,161 | $4.02M | $3.95M | -$72,449 | -1.8% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 100 | $3,700 | $8,744 | $5,044 | 136.32% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,197 | $289,540.7 | $366,985.68 | $77,444.98 | 26.75% |
| AK Alisha Kamadia United Community Bank | 8,254 | $435,953.96 | $742,282.22 | $306,328.26 | 70.27% |
Mark Romin Lakeshore Financial Planning, Inc. | 5,051 | $271,476.12 | $441,659.44 | $170,183.32 | 62.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 171,285 | $10.98M | $14.98M | $3.99M | 36.35% |
Robert Shea NEOS Investment Management LLC | 106,646 | $6.39M | $9.51M | $3.13M | 48.96% |
James Rankin Modern Wealth Management, LLC | 3,721 | $348,530 | $332,471.35 | -$16,058.65 | -4.61% |
KKM Financial LLC KKM Financial LLC | 106,349 | $6.56M | $9.5M | $2.94M | 44.83% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,934 | $223,247 | $343,988.96 | $120,741.96 | 54.08% |
Amir Har-El Savvy Advisors, Inc. | 13,834 | $772,519.46 | $1.21M | $437,125.5 | 56.58% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 560 | $52,450 | $48,966.4 | -$3,483.6 | -6.64% |
Timothy Bolger Arrow Capital Pty Ltd | 50,000 | $2.66M | $4.66M | $2M | 75% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 64 | $2,574.74 | $5,596.16 | $3,021.42 | 117.35% |
Jeffrey McGrath Cetera Trust Company, N.A | 33,954 | $1.4M | $3.05M | $1.66M | 118.74% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 110 | $5,511 | $9,618.4 | $4,107.4 | 74.53% |
Jon Deven Mouton CAP Partners, LLC | 3,673 | $208,422.64 | $321,167.12 | $112,744.48 | 54.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,575 | $319,436.68 | $400,038 | $80,601.32 | 25.23% |
Taylor Wagner Valued Wealth Advisors LLC | 131 | $11,599.69 | $11,454.64 | -$145.05 | -1.25% |