| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 13 | $10,729.33 | $12,900.68 | $2,171.35 | 20.24% |
Syon Capital LLC SYON CAPITAL LLC | 1,051 | $858,041.77 | $1.04M | $180,693.06 | 21.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,001 | $4.81M | $4.93M | $117,239.6 | 2.44% |
| MC Megan Claucherty Kodai Capital Management LP | 73,160 | $65.85M | $73.06M | $7.2M | 10.94% |
Brian Glenn Premier Path Wealth Partners, LLC | 819 | $713,442.55 | $807,517.62 | $94,075.07 | 13.19% |
| AK Alisha Kamadia United Community Bank | 2 | $1,532.33 | $1,946.84 | $414.51 | 27.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,782 | $3.12M | $3.73M | $605,417.3 | 19.38% |
Robert Shea NEOS Investment Management LLC | 28,201 | $23.12M | $27.47M | $4.35M | 18.82% |
James Rankin Modern Wealth Management, LLC | 322 | $270,450.19 | $317,153.9 | $46,703.71 | 17.27% |
KKM Financial LLC KKM Financial LLC | 5,265 | $4.03M | $5.26M | $1.23M | 30.4% |
David Vollmer PFS Partners, LLC | 18 | $14,068.69 | $17,542.98 | $3,474.29 | 24.7% |
Amir Har-El Savvy Advisors, Inc. | 2,318 | $2.22M | $2.28M | $58,370.31 | 2.63% |
Ann Keitner Quantum Portfolio Management LLC | 602 | $491,785.13 | $586,281.78 | $94,496.65 | 19.22% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 7 | $7,296.62 | $6,843.83 | -$452.79 | -6.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 310 | $305,801.1 | $304,723.8 | -$1,077.3 | -0.35% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 22 | $18,720.06 | $21,748.76 | $3,028.7 | 16.18% |
Jeffrey McGrath Cetera Trust Company, N.A | 335 | $269,706.58 | $329,743.85 | $60,037.27 | 22.26% |
Jonathon Gold Gold Investment Management Ltd. | 205 | $165,124.85 | $203,707.09 | $38,582.24 | 23.37% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 761 | $698,910 | $758,153.87 | $59,243.87 | 8.48% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $11,684.13 | $12,817.74 | $1,133.61 | 9.7% |