| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MICHAEL DE LUZ Williams & Novak, LLC | 5,924 | $231,277.49 | $451,231.08 | $219,953.59 | 95.1% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 158,839 | $6.95M | $12.1M | $5.15M | 74.08% |
| KS Kristi Shields ROGCO, LP | 158,010 | $6.16M | $12.04M | $5.87M | 95.33% |
Syon Capital LLC SYON CAPITAL LLC | 259,519 | $9.34M | $21.35M | $12.01M | 128.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 517,314 | $24.72M | $39.4M | $14.68M | 59.39% |
| AK Alisha Kamadia United Community Bank | 43,322 | $2.11M | $3.59M | $1.48M | 70.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 353,230 | $28.67M | $26.91M | -$1.77M | -6.16% |
RENEE PILKENTON Exchange Bank | 11,283 | $689,060.32 | $859,426.11 | $170,365.79 | 24.72% |
Charles Corkery PUREfi Wealth, LLC | 3,203 | $223,026.25 | $243,972.51 | $20,946.26 | 9.39% |
James Rankin Modern Wealth Management, LLC | 345,528 | $21.6M | $28.43M | $6.83M | 31.62% |
KKM Financial LLC KKM Financial LLC | 9,461 | $435,001.36 | $778,451.08 | $343,449.72 | 78.95% |
Joseph C. Gissy Tactive Advisors, LLC | 5,767 | $242,271.7 | $439,272.39 | $197,000.69 | 81.31% |
Menachem Striks Morton Capital Management LLC/CA | 150,109 | $5.31M | $11.43M | $6.12M | 115.31% |
Scott L. Comeau BCU Wealth Advisors, LLC | 5,013 | $367,826.27 | $381,840.21 | $14,013.94 | 3.81% |
Amir Har-El Savvy Advisors, Inc. | 234,338 | $17.54M | $17.85M | $308,517.84 | 1.76% |
Ann Keitner Quantum Portfolio Management LLC | 10,338 | $728,510.12 | $850,610.64 | $122,100.52 | 16.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 6,939 | $334,436.95 | $528,543.63 | $194,106.68 | 58.04% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,840 | $270,197.04 | $368,662.8 | $98,465.76 | 36.44% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 111,410 | $4.62M | $8.49M | $3.87M | 83.82% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 14,348 | $1.23M | $1.17M | -$53,327.85 | -4.35% |