| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 74,898 | $653,827.67 | $757,211.29 | $103,383.62 | 15.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,816 | $136,112.11 | $149,863.84 | $13,751.73 | 10.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,895 | $261,295.62 | $282,015.66 | $20,720.04 | 7.93% |
James Rankin Modern Wealth Management, LLC | 10,197 | $101,664 | $103,090.65 | $1,426.65 | 1.4% |
Amir Har-El Savvy Advisors, Inc. | 12,960 | $129,734 | $131,090.4 | $1,356.4 | 1.05% |
Jeff Ramsey Quotient Wealth Partners, LLC | 16,407 | $149,616.09 | $165,873.13 | $16,257.04 | 10.87% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,322 | $13,333.18 | $13,372.03 | $38.85 | 0.29% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,456 | $34,595 | $34,957.44 | $362.44 | 1.05% |
Curtis Burkholder Bare Financial Services, Inc | 1,243 | $12,509.69 | $12,585.37 | $75.68 | 0.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 33,747 | $352,907 | $341,857.11 | -$11,049.89 | -3.13% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 26,868 | $241,874.43 | $272,038.5 | $30,164.07 | 12.47% |
Neil Greenspan Fielder Capital Group LLC | 22,510 | $188,587.6 | $227,913.75 | $39,326.15 | 20.85% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 155,748 | $1.35M | $1.58M | $229,049.05 | 16.97% |
| FTM F. Thomas Mosley Mosley Wealth Management | 226 | $2,262.26 | $2,289.38 | $27.12 | 1.2% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 80 | $801 | $810.8 | $9.8 | 1.22% |
Ashley Meredith Abel Hall, LLC | 11,938 | $119,499 | $120,991.63 | $1,492.63 | 1.25% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 280 | $2,803 | $2,836.4 | $33.4 | 1.19% |
Douglas E. Morisoli Fairman Group, LLC | 927 | $8,296.76 | $9,395.14 | $1,098.38 | 13.24% |
| WL Wealthcollab LLC WealthCollab, LLC | 300 | $3,087.23 | $3,040.5 | -$46.73 | -1.51% |
Ian Jameson American Capital Advisory, LLC | 56 | $503 | $567.56 | $64.56 | 12.83% |