| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 11,358 | $5.57M | $8.45M | $2.88M | 51.63% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 32,066 | $13.94M | $23.86M | $9.92M | 71.18% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 406 | $262,165.42 | $302,128.95 | $39,963.53 | 15.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,896 | $4.17M | $11.09M | $6.92M | 165.96% |
Robert Shea NEOS Investment Management LLC | 6,067 | $4.04M | $4.51M | $471,708.07 | 11.67% |
James Rankin Modern Wealth Management, LLC | 427 | $268,026.3 | $317,756.31 | $49,730.01 | 18.55% |
David Vollmer PFS Partners, LLC | 36 | $22,025 | $26,789.76 | $4,764.76 | 21.63% |
Benj Foor Frazier Financial Advisors, LLC | 19 | $6,936.62 | $14,139.04 | $7,202.42 | 103.83% |
Scott L. Comeau BCU Wealth Advisors, LLC | 333 | $216,556.85 | $247,805.28 | $31,248.43 | 14.43% |
Amir Har-El Savvy Advisors, Inc. | 911 | $602,368.82 | $677,929.73 | $75,560.91 | 12.54% |
CARL LYMANGOOD Petros Family Wealth, LLC | 293 | $216,325 | $218,038.87 | $1,713.87 | 0.79% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 89 | $65,710 | $66,230.24 | $520.24 | 0.79% |
Taylor Wagner Valued Wealth Advisors LLC | 15 | $8,337.37 | $11,162.4 | $2,825.03 | 33.88% |
Curtis Burkholder Bare Financial Services, Inc | 13 | $6,241.96 | $9,674.08 | $3,432.12 | 54.98% |
Keisuke Ichihara Rakuten Securities, Inc. | 17 | $7,435.83 | $12,650.72 | $5,214.89 | 70.13% |
Joshua Stipcich Tidemark, LLC | 1 | $738 | $744.16 | $6.16 | 0.83% |
Andrea Butler Sequent Planning LLC | 337 | $248,684 | $250,781.91 | $2,097.91 | 0.84% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 6 | $3,671 | $4,464.96 | $793.96 | 21.63% |
Christy Clarin Portfolio Design Labs, LLC | 302 | $222,970 | $224,736.31 | $1,766.31 | 0.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 238 | $128,341.29 | $177,110.07 | $48,768.78 | 38% |