| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,913 | $473,938.88 | $478,775.11 | $4,836.23 | 1.02% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 111,792 | $9.35M | $13.67M | $4.32M | 46.16% |
William Ertel Tassel Capital Management, Inc. | 20,162 | $2.02M | $2.5M | $479,029.34 | 23.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 33,750 | $3.49M | $4.1M | $605,345.09 | 17.32% |
Brian Glenn Premier Path Wealth Partners, LLC | 28,890 | $2.19M | $3.51M | $1.32M | 60.28% |
| AK Alisha Kamadia United Community Bank | 2,359 | $245,922.63 | $287,090.3 | $41,167.67 | 16.74% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,520 | $282,334.79 | $436,128 | $153,793.21 | 54.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 348,273 | $41.04M | $42.31M | $1.27M | 3.1% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,911 | $583,613.69 | $858,622.64 | $275,008.95 | 47.12% |
RENEE PILKENTON Exchange Bank | 1,726 | $216,199 | $213,402.64 | -$2,796.36 | -1.29% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,742 | $262,772.54 | $584,736.02 | $321,963.48 | 122.53% |
Charles Corkery PUREfi Wealth, LLC | 7,084 | $662,972.21 | $870,446.5 | $207,474.29 | 31.29% |
Mark Weber DecisionMap Wealth Management, LLC | 1,800 | $223,506 | $222,030 | -$1,476 | -0.66% |
James Rankin Modern Wealth Management, LLC | 321,665 | $39.32M | $39.89M | $575,615.78 | 1.46% |
Joseph C. Gissy Tactive Advisors, LLC | 14,593 | $1.58M | $1.79M | $205,614.57 | 12.98% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,456 | $263,926.61 | $301,228.4 | $37,301.79 | 14.13% |
Menachem Striks Morton Capital Management LLC/CA | 19,078 | $1.58M | $2.35M | $769,275.03 | 48.59% |
Benj Foor Frazier Financial Advisors, LLC | 984 | $104,895.38 | $119,998.8 | $15,103.42 | 14.4% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,028 | $215,481.22 | $249,038.4 | $33,557.18 | 15.57% |
Angela Kelley HTLF Bank | 2,276 | $207,405.05 | $279,322.1 | $71,917.05 | 34.67% |