| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 10,649 | $693,396.49 | $807,407.18 | $114,010.69 | 16.44% |
Syon Capital LLC SYON CAPITAL LLC | 87,813 | $5.45M | $6.67M | $1.22M | 22.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 128,359 | $8.26M | $9.75M | $1.48M | 17.96% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 64,296 | $3.26M | $4.87M | $1.62M | 49.71% |
Brian Glenn Premier Path Wealth Partners, LLC | 40,160 | $2.31M | $3.05M | $744,072.81 | 32.26% |
| AK Alisha Kamadia United Community Bank | 84,663 | $4.57M | $6.43M | $1.87M | 40.86% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 63,245 | $3.5M | $4.8M | $1.29M | 36.87% |
Mark Romin Lakeshore Financial Planning, Inc. | 36,083 | $1.8M | $2.74M | $935,361.57 | 51.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 538,822 | $31.33M | $40.93M | $9.6M | 30.64% |
RENEE PILKENTON Exchange Bank | 32,861 | $1.74M | $2.49M | $754,175.53 | 43.41% |
Mark Weber DecisionMap Wealth Management, LLC | 20,557 | $1.37M | $1.56M | $191,292.15 | 13.99% |
Riley Stephenson Stephenson & Company, Inc. | 107,702 | $6.19M | $8.17M | $1.98M | 32.01% |
James Rankin Modern Wealth Management, LLC | 29,746 | $1.87M | $2.26M | $387,257.9 | 20.68% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 96,813 | $5.92M | $7.34M | $1.42M | 23.94% |
Menachem Striks Morton Capital Management LLC/CA | 8,667 | $559,850.03 | $657,131.94 | $97,281.91 | 17.38% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,471 | $201,202.32 | $263,171.22 | $61,968.9 | 30.8% |
David Vollmer PFS Partners, LLC | 212 | $11,153.66 | $16,104.58 | $4,950.92 | 44.39% |
Benj Foor Frazier Financial Advisors, LLC | 3,847 | $225,924.76 | $292,237.35 | $66,312.59 | 29.35% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 14,206 | $851,841.07 | $1.08M | $227,317.72 | 26.69% |
Lydia Gallas Harbour Trust & Investment Management Co | 327,876 | $18.99M | $24.91M | $5.92M | 31.16% |