| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 2,859 | $452,145.15 | $552,330.21 | $100,185.06 | 22.16% |
Kevin Bresler TD Waterhouse Canada Inc. | 7 | $1,164.71 | $1,358.63 | $193.92 | 16.65% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,400 | $212,963.92 | $274,372 | $61,408.08 | 28.83% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,270 | $351,908.83 | $440,584.29 | $88,675.46 | 25.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,204 | $3.04M | $2.76M | -$281,508.38 | -9.27% |
Robert Shea NEOS Investment Management LLC | 22,028 | $4.09M | $4.31M | $222,760.86 | 5.45% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,828 | $311,078.26 | $358,379.4 | $47,301.14 | 15.21% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 17,216 | $2.66M | $3.38M | $710,978.37 | 26.68% |
Lydia Gallas Harbour Trust & Investment Management Co | 4,528 | $697,962.7 | $890,612.32 | $192,649.62 | 27.6% |
Ann Keitner Quantum Portfolio Management LLC | 5,770 | $1.03M | $1.13M | $102,254.14 | 9.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 34 | $7,625.61 | $6,647.68 | -$977.93 | -12.82% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 20,802 | $3.3M | $4.04M | $737,337.3 | 22.33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 383 | $59,212.66 | $74,087.52 | $14,874.86 | 25.12% |
Jeffrey McGrath Cetera Trust Company, N.A | 50 | $7,691 | $9,809.75 | $2,118.75 | 27.55% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,000 | $151,180 | $196,390 | $45,210 | 29.9% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,378 | $271,247.05 | $267,456.01 | -$3,791.04 | -1.4% |
Taylor Wagner Valued Wealth Advisors LLC | 6 | $922.86 | $1,174.92 | $252.06 | 27.31% |
Darin Sadow Freestone Grove Partners LP | 196,788 | $44.14M | $38.04M | -$6.1M | -13.81% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 64,113 | $9.99M | $12.61M | $2.61M | 26.16% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $2,205.74 | $2,329.08 | $123.34 | 5.59% |