| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 10,554 | $1.2M | $1.32M | $120,874.45 | 10.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 26,799 | $3.14M | $3.36M | $222,861.82 | 7.1% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,716 | $608,515.82 | $716,529.18 | $108,013.36 | 17.75% |
| AK Alisha Kamadia United Community Bank | 14,870 | $1.81M | $1.86M | $51,665.03 | 2.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 68,916 | $7.42M | $8.64M | $1.22M | 16.38% |
Robert Shea NEOS Investment Management LLC | 111,138 | $12.63M | $13.93M | $1.3M | 10.26% |
RENEE PILKENTON Exchange Bank | 3,045 | $273,256.7 | $382,056.15 | $108,799.45 | 39.82% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 7,996 | $799,650.1 | $1M | $204,727.46 | 25.6% |
James Rankin Modern Wealth Management, LLC | 14,764 | $1.57M | $1.85M | $282,187.06 | 17.99% |
KKM Financial LLC KKM Financial LLC | 44,627 | $4.87M | $5.6M | $730,963.92 | 15.01% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,994 | $459,332.69 | $501,127.18 | $41,794.49 | 9.1% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,673 | $192,908.88 | $209,911.31 | $17,002.43 | 8.81% |
David Vollmer PFS Partners, LLC | 674 | $68,144.12 | $84,489.27 | $16,345.15 | 23.99% |
Benj Foor Frazier Financial Advisors, LLC | 368 | $43,479.86 | $46,130.64 | $2,650.78 | 6.1% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,081 | $370,642.94 | $386,218.75 | $15,575.81 | 4.2% |
Angela Kelley HTLF Bank | 2,554 | $247,840.12 | $320,156.67 | $72,316.55 | 29.18% |
Lydia Gallas Harbour Trust & Investment Management Co | 8,100 | $813,314.57 | $1.02M | $202,060.93 | 24.84% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 5,834 | $566,137.72 | $725,399.56 | $159,261.84 | 28.13% |
Amir Har-El Savvy Advisors, Inc. | 14,766 | $1.77M | $1.85M | $80,860.02 | 4.56% |
Joseph Morrison Sentry LLC | 1,822 | $221,907.72 | $228,396.81 | $6,489.09 | 2.92% |