| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 47,818 | $5.06M | $6.5M | $1.44M | 28.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,105 | $208,859.18 | $286,195.82 | $77,336.64 | 37.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 61,040 | $6.51M | $8.3M | $1.79M | 27.53% |
James Rankin Modern Wealth Management, LLC | 2,552 | $302,845.92 | $359,015.33 | $56,169.41 | 18.55% |
Joseph C. Gissy Tactive Advisors, LLC | 5,342 | $639,925.19 | $726,298.37 | $86,373.18 | 13.5% |
Amir Har-El Savvy Advisors, Inc. | 4,510 | $476,581.15 | $613,179.65 | $136,598.5 | 28.66% |
Cindi Hill Keener Financial Planning LLC | 2,257 | $232,490.56 | $306,861.74 | $74,371.18 | 31.99% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,317 | $444,953.32 | $586,939.36 | $141,986.04 | 31.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,928 | $920,958.2 | $1.21M | $292,892.77 | 31.8% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,906 | $191,324 | $259,139.78 | $67,815.78 | 35.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,950 | $215,651 | $265,122.02 | $49,471.02 | 22.94% |
Steven JE Manders BKM Wealth Management, LLC | 37,020 | $3.8M | $5.03M | $1.23M | 32.32% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,612 | $220,328 | $219,167.54 | -$1,160.46 | -0.53% |
Joshua Stipcich Tidemark, LLC | 820 | $84,517 | $114,070.2 | $29,553.2 | 34.97% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 19,576 | $1.93M | $2.66M | $732,850.51 | 38% |
Andrea Butler Sequent Planning LLC | 16,217 | $1.64M | $2.28M | $646,039.8 | 39.5% |
Dustin Schick Evergreen Private Wealth LLC | 1,136 | $118,145.09 | $154,450.57 | $36,305.48 | 30.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 893 | $102,832.12 | $124,180.58 | $21,348.46 | 20.76% |
Craig Silberg EVERPAR ADVISORS LLC | 25,341 | $3M | $3.45M | $443,721.61 | 14.78% |
Carol Smith Access Investment Management LLC | 32,568 | $3.36M | $4.43M | $1.07M | 31.8% |