| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 3,600 | $1.34M | $1.5M | $156,456 | 11.64% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,767 | $784,682.94 | $1.17M | $380,722.12 | 48.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,343 | $3.94M | $4.31M | $374,503.92 | 9.51% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,685 | $361,694.21 | $709,334.45 | $347,640.24 | 96.11% |
Charles Corkery PUREfi Wealth, LLC | 1,701 | $696,560 | $714,913.29 | $18,353.29 | 2.63% |
James Rankin Modern Wealth Management, LLC | 25,536 | $9.97M | $10.76M | $783,899.78 | 7.86% |
Menachem Striks Morton Capital Management LLC/CA | 5,039 | $1.38M | $2.12M | $743,491.94 | 53.96% |
Benj Foor Frazier Financial Advisors, LLC | 300 | $97,017.1 | $125,107.5 | $28,090.4 | 28.95% |
Angela Kelley HTLF Bank | 2,230 | $608,583.36 | $935,908.7 | $327,325.34 | 53.78% |
Amir Har-El Savvy Advisors, Inc. | 6,360 | $2.13M | $2.67M | $548,119.11 | 25.79% |
Ann Keitner Quantum Portfolio Management LLC | 47 | $19,247 | $19,594.3 | $347.3 | 1.8% |
Joseph Morrison Sentry LLC | 1,383 | $312,384.65 | $583,300.99 | $270,916.34 | 86.73% |
David W. Lewis Lewis Asset Management, LLC | 767 | $241,455.78 | $321,399.84 | $79,944.06 | 33.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,720 | $427,882.83 | $1.13M | $702,848.37 | 164.26% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,508 | $617,526 | $630,072.56 | $12,546.56 | 2.03% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 2,096 | $782,730 | $881,263.2 | $98,533.2 | 12.59% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 915 | $277,062.12 | $383,000.7 | $105,938.58 | 38.24% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 585 | $187,474.26 | $245,524.5 | $58,050.24 | 30.96% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,109 | $9.2M | $11.84M | $2.65M | 28.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 739 | $276,094.37 | $309,522.76 | $33,428.39 | 12.11% |