| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 54,807 | $12.96M | $16.52M | $3.56M | 27.46% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,244 | $717,560.84 | $944,652.83 | $227,091.99 | 31.65% |
| KS Kristi Shields ROGCO, LP | 83 | $24,937 | $24,169.6 | -$767.4 | -3.08% |
William Ertel Tassel Capital Management, Inc. | 1,080 | $227,269.15 | $325,620 | $98,350.85 | 43.28% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,735 | $3.79M | $5.16M | $1.37M | 36.14% |
| AK Alisha Kamadia United Community Bank | 1,086 | $224,153.58 | $316,243.21 | $92,089.63 | 41.08% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 33,530 | $7.33M | $9.76M | $2.44M | 33.3% |
Mark Romin Lakeshore Financial Planning, Inc. | 8,104 | $1.47M | $2.36M | $894,205.12 | 61.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 112,657 | $25.16M | $32.81M | $7.65M | 30.4% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,502 | $702,886.72 | $1.02M | $316,895.72 | 45.08% |
RENEE PILKENTON Exchange Bank | 1,576 | $295,879.18 | $458,931.22 | $163,052.04 | 55.11% |
Teresa Douberly Burford Brothers, Inc. | 1,022 | $210,506.31 | $297,606.41 | $87,100.1 | 41.38% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,568 | $325,986.46 | $456,601.62 | $130,615.16 | 40.07% |
Charles Corkery PUREfi Wealth, LLC | 4,378 | $923,500.25 | $1.27M | $351,373.39 | 38.05% |
Riley Stephenson Stephenson & Company, Inc. | 5,158 | $1.04M | $1.5M | $464,568.24 | 44.78% |
James Rankin Modern Wealth Management, LLC | 205,625 | $50.96M | $59.88M | $8.92M | 17.5% |
KKM Financial LLC KKM Financial LLC | 9,033 | $2.02M | $2.63M | $613,916.07 | 30.44% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,840 | $405,170.6 | $535,808.02 | $130,637.42 | 32.24% |
David Vollmer PFS Partners, LLC | 253 | $53,770.01 | $73,673.6 | $19,903.59 | 37.02% |
Benj Foor Frazier Financial Advisors, LLC | 710 | $152,340.96 | $214,065 | $61,724.04 | 40.52% |