| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 58,481 | $5M | $5.75M | $749,299.05 | 15% |
| AK Alisha Kamadia United Community Bank | 6,508 | $598,617.02 | $657,373.08 | $58,756.06 | 9.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 708,145 | $56.96M | $69.58M | $12.62M | 22.15% |
Robert Shea NEOS Investment Management LLC | 1.83M | $165.7M | $183.54M | $17.84M | 10.77% |
Charles Corkery PUREfi Wealth, LLC | 18,397 | $1.59M | $1.81M | $213,321.51 | 13.38% |
Mark Weber DecisionMap Wealth Management, LLC | 76,882 | $5.69M | $7.55M | $1.87M | 32.83% |
James Rankin Modern Wealth Management, LLC | 108,452 | $8.42M | $10.97M | $2.55M | 30.27% |
Menachem Striks Morton Capital Management LLC/CA | 30,045 | $2.38M | $2.95M | $569,293.53 | 23.89% |
David Vollmer PFS Partners, LLC | 842 | $60,598.73 | $82,726.5 | $22,127.77 | 36.52% |
Benj Foor Frazier Financial Advisors, LLC | 4,245 | $309,653.54 | $429,084.61 | $119,431.07 | 38.57% |
Angela Kelley HTLF Bank | 3,246 | $240,366.25 | $318,919.5 | $78,553.25 | 32.68% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,438 | $303,088.05 | $337,783.5 | $34,695.45 | 11.45% |
Amir Har-El Savvy Advisors, Inc. | 180,314 | $15.31M | $17.72M | $2.4M | 15.69% |
Cindi Hill Keener Financial Planning LLC | 7,251 | $592,710.86 | $712,410.75 | $119,699.89 | 20.2% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 270,561 | $17.86M | $26.58M | $8.73M | 48.86% |
United Advisor Group LLC United Advisor Group, LLC | 26,037 | $2.09M | $2.56M | $464,177.71 | 22.17% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2.57M | $191.97M | $252.97M | $61M | 31.78% |
CARL LYMANGOOD Petros Family Wealth, LLC | 12,153 | $1.08M | $1.19M | $114,224.6 | 10.58% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,700 | $815,361.2 | $980,476.02 | $165,114.82 | 20.25% |
Steven D Urban Urban Financial Advisory Corp | 362,733 | $32.25M | $36.29M | $4.04M | 12.51% |