| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Hayes LongView Wealth Management | 8,978 | $267,116.46 | $341,612.89 | $74,496.43 | 27.89% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 21,143 | $517,372.29 | $804,491.13 | $287,118.84 | 55.5% |
Timothy Monaco Dechtman Wealth Management, LLC | 10,339 | $274,954.92 | $393,398.94 | $118,444.02 | 43.08% |
Denise Reinert CGC Financial Services, LLC | 408 | $10,751.03 | $15,524.4 | $4,773.37 | 44.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 74,916 | $2.4M | $2.85M | $452,771.98 | 18.88% |
Peter David N Soliman Second Line Capital, LLC | 6,983 | $229,596.17 | $264,795.36 | $35,199.19 | 15.33% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 6,000 | $227,040 | $228,299.99 | $1,259.99 | 0.55% |
Marilou Davido WFA Asset Management Corp | 9,469 | $234,892.05 | $360,295.44 | $125,403.39 | 53.39% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,000 | $29,110 | $38,050 | $8,940 | 30.71% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 6,683 | $214,256.69 | $254,288.14 | $40,031.45 | 18.68% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 6,500 | $200,649.42 | $245,537.5 | $44,888.08 | 22.37% |
NICOLE MARTIN Arlington Trust Co LLC | 200 | $6,828 | $7,610 | $782 | 11.45% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 129,904 | $3.46M | $4.94M | $1.48M | 42.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 75,517 | $2.22M | $2.87M | $654,249.52 | 29.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 149,089 | $4.17M | $5.67M | $1.5M | 35.93% |
Robert Shea NEOS Investment Management LLC | 815,015 | $30.27M | $30.96M | $690,875.56 | 2.28% |
RENEE PILKENTON Exchange Bank | 6,701 | $209,540 | $254,973.04 | $45,433.04 | 21.68% |
Teresa Douberly Burford Brothers, Inc. | 10,559 | $318,310.87 | $401,769.94 | $83,459.07 | 26.22% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 458,936 | $12.84M | $17.46M | $4.62M | 35.98% |
James Rankin Modern Wealth Management, LLC | 27,465 | $882,495.84 | $1.07M | $185,892.66 | 21.06% |