| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marilou Davido WFA Asset Management Corp | 17 | $1,787.06 | $3,904.3 | $2,117.24 | 118.48% |
Dina Fliss Global View Capital Management LLC | 2,669 | $570,867.65 | $612,882.47 | $42,014.82 | 7.36% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,268 | $277,375 | $293,681.48 | $16,306.48 | 5.88% |
Jae Cho Marex Group plc | 3,688 | $806,750 | $847,004.52 | $40,254.52 | 4.99% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,475 | $5M | $5.41M | $401,439.98 | 8.02% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 247 | $54,032 | $56,874.22 | $2,842.22 | 5.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 94,123 | $18.51M | $21.65M | $3.14M | 16.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 48,041 | $8.65M | $11.06M | $2.41M | 27.9% |
James Rankin Modern Wealth Management, LLC | 2,710 | $581,814.58 | $624,004.6 | $42,190.02 | 7.25% |
KKM Financial LLC KKM Financial LLC | 3,614 | $461,530.77 | $830,009.31 | $368,478.54 | 79.84% |
Joseph C. Gissy Tactive Advisors, LLC | 1,550 | $334,799.5 | $355,980.75 | $21,181.25 | 6.33% |
David Vollmer PFS Partners, LLC | 191 | $35,009.97 | $43,979.66 | $8,969.69 | 25.62% |
Benj Foor Frazier Financial Advisors, LLC | 417 | $55,002.29 | $96,018.42 | $41,016.13 | 74.57% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 933 | $200,355.09 | $214,832.58 | $14,477.49 | 7.23% |
Amir Har-El Savvy Advisors, Inc. | 1,379 | $297,186.36 | $317,245.84 | $20,059.48 | 6.75% |
Ann Keitner Quantum Portfolio Management LLC | 2,330 | $412,560.77 | $536,505.8 | $123,945.03 | 30.04% |
David W. Lewis Lewis Asset Management, LLC | 2,302 | $297,257.67 | $530,058.52 | $232,800.85 | 78.32% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,378 | $296,482.6 | $317,298.28 | $20,815.68 | 7.02% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 555 | $119,152.95 | $127,680.52 | $8,527.57 | 7.16% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,150 | $272,190.37 | $495,059 | $222,868.63 | 81.88% |