| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 112,737 | $9.43M | $13.34M | $3.91M | 41.52% |
William Ertel Tassel Capital Management, Inc. | 20,162 | $2.02M | $2.51M | $496,167.04 | 24.61% |
Kevin Bresler TD Waterhouse Canada Inc. | 33,750 | $3.49M | $3.99M | $498,695.09 | 14.27% |
Brian Glenn Premier Path Wealth Partners, LLC | 29,288 | $2.22M | $3.47M | $1.25M | 56.11% |
| AK Alisha Kamadia United Community Bank | 2,359 | $245,922.63 | $293,506.78 | $47,584.15 | 19.35% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,108 | $230,727.7 | $367,738.56 | $137,010.86 | 59.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 245,668 | $28.3M | $29.07M | $771,414.74 | 2.73% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,860 | $577,281.02 | $811,675.2 | $234,394.18 | 40.6% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,838 | $268,020.38 | $572,432.16 | $304,411.78 | 113.58% |
Charles Corkery PUREfi Wealth, LLC | 7,084 | $662,972.21 | $838,178.88 | $175,206.67 | 26.43% |
Mark Weber DecisionMap Wealth Management, LLC | 1,800 | $223,506 | $212,976 | -$10,530 | -4.71% |
James Rankin Modern Wealth Management, LLC | 321,665 | $39.32M | $40.3M | $982,522.01 | 2.5% |
Joseph C. Gissy Tactive Advisors, LLC | 15,595 | $1.69M | $1.85M | $154,623.22 | 9.15% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,456 | $263,926.61 | $290,593.92 | $26,667.31 | 10.1% |
Menachem Striks Morton Capital Management LLC/CA | 19,078 | $1.58M | $2.26M | $674,075.81 | 42.58% |
Benj Foor Frazier Financial Advisors, LLC | 984 | $104,895.38 | $122,183.28 | $17,287.9 | 16.48% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,028 | $215,481.22 | $239,952.96 | $24,471.74 | 11.36% |
Angela Kelley HTLF Bank | 2,276 | $207,405.05 | $269,296.32 | $61,891.27 | 29.84% |
Amir Har-El Savvy Advisors, Inc. | 47,860 | $4.56M | $5.66M | $1.11M | 24.3% |
Ann Keitner Quantum Portfolio Management LLC | 32,702 | $3.83M | $4.1M | $267,763.98 | 6.99% |