| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 633 | $55,806 | $47,493.99 | -$8,312.01 | -14.89% |
MICHAEL DE LUZ Williams & Novak, LLC | 5,924 | $231,277.49 | $444,477.72 | $213,200.23 | 92.18% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 158,839 | $6.95M | $11.92M | $4.97M | 71.47% |
| KS Kristi Shields ROGCO, LP | 148,000 | $5.41M | $11.1M | $5.7M | 105.42% |
Syon Capital LLC SYON CAPITAL LLC | 259,921 | $9.36M | $19.5M | $10.15M | 108.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 457,097 | $20.15M | $34.25M | $14.11M | 70.02% |
| AK Alisha Kamadia United Community Bank | 40,841 | $1.93M | $3.06M | $1.14M | 59.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 353,230 | $28.67M | $26.5M | -$2.17M | -7.56% |
RENEE PILKENTON Exchange Bank | 11,283 | $689,060.32 | $846,563.49 | $157,503.17 | 22.86% |
Charles Corkery PUREfi Wealth, LLC | 2,959 | $204,601.78 | $222,013.77 | $17,411.99 | 8.51% |
James Rankin Modern Wealth Management, LLC | 280,748 | $16.71M | $21.06M | $4.36M | 26.07% |
KKM Financial LLC KKM Financial LLC | 10,243 | $465,522.84 | $768,532.29 | $303,009.45 | 65.09% |
Joseph C. Gissy Tactive Advisors, LLC | 5,767 | $242,271.7 | $432,698.01 | $190,426.31 | 78.6% |
Menachem Striks Morton Capital Management LLC/CA | 151,645 | $5.36M | $11.38M | $6.01M | 112.12% |
Scott L. Comeau BCU Wealth Advisors, LLC | 5,013 | $367,826.27 | $378,105.52 | $10,279.25 | 2.79% |
Amir Har-El Savvy Advisors, Inc. | 234,338 | $17.54M | $17.56M | $16,767.03 | 0.1% |
Ann Keitner Quantum Portfolio Management LLC | 10,594 | $744,474.27 | $794,867.82 | $50,393.55 | 6.77% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,815 | $174,053.67 | $361,269.45 | $187,215.78 | 107.56% |
Owen McCabe Tyche Wealth Partners LLC | 2,799 | $227,194.8 | $210,008.97 | -$17,185.83 | -7.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,840 | $270,197.04 | $363,145.2 | $92,948.16 | 34.4% |