| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,778 | $363,897 | $376,704.38 | $12,807.38 | 3.52% |
Jesse Steele Etesian Wealth Advisors, Inc. | 52,179 | $4.37M | $5.24M | $869,585.79 | 19.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 700 | $67,487 | $69,853 | $2,366 | 3.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 117,671 | $9.98M | $11.74M | $1.77M | 17.71% |
James Rankin Modern Wealth Management, LLC | 6,836 | $570,810.53 | $682,984.76 | $112,174.23 | 19.65% |
Benj Foor Frazier Financial Advisors, LLC | 5,754 | $382,513.9 | $574,220.43 | $191,706.53 | 50.12% |
Amir Har-El Savvy Advisors, Inc. | 15,809 | $1.41M | $1.58M | $163,132.03 | 11.53% |
Kevin M. Fox Fox Financial, Inc | 311,911 | $21.48M | $31.1M | $9.62M | 44.79% |
United Advisor Group LLC United Advisor Group, LLC | 124,840 | $9.48M | $12.44M | $2.96M | 31.22% |
Steven JE Manders BKM Wealth Management, LLC | 2,000 | $192,640 | $200,570 | $7,930 | 4.12% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 4,763 | $316,168 | $475,299.77 | $159,131.77 | 50.33% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,182 | $210,170 | $219,072.8 | $8,902.8 | 4.24% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,186 | $213,812.2 | $318,647.79 | $104,835.59 | 49.03% |
Cody Gehman Stonebridge Financial Group, LLC | 6,608 | $514,036 | $660,899.12 | $146,863.12 | 28.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 75 | $6,649.64 | $7,452.75 | $803.11 | 12.08% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,458 | $238,901 | $245,419.01 | $6,518.01 | 2.73% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 2,722 | $213,840 | $271,628.38 | $57,788.38 | 27.02% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,725 | $216,284 | $273,276.62 | $56,992.62 | 26.35% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 4,856 | $322,341.25 | $487,008.24 | $164,666.99 | 51.08% |
Robert Santos Arrowroot Family Office, LLC | 2,924 | $180,921.01 | $293,291.82 | $112,370.81 | 62.11% |