| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MICHAEL DE LUZ Williams & Novak, LLC | 26,511 | $1.72M | $2.5M | $777,169.74 | 45.15% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,130 | $271,183 | $292,811.5 | $21,628.5 | 7.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,275 | $171,241.91 | $213,599.75 | $42,357.84 | 24.74% |
| AK Alisha Kamadia United Community Bank | 232 | $18,516.01 | $21,643.28 | $3,127.27 | 16.89% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,417 | $233,678.86 | $320,224.15 | $86,545.29 | 37.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,764 | $1.18M | $1.2M | $18,500.88 | 1.57% |
Charles Corkery PUREfi Wealth, LLC | 4,643 | $308,398.25 | $436,720.58 | $128,322.33 | 41.61% |
Mark Weber DecisionMap Wealth Management, LLC | 9,809 | $661,905.58 | $923,909.71 | $262,004.13 | 39.58% |
James Rankin Modern Wealth Management, LLC | 96,322 | $7.43M | $9.03M | $1.59M | 21.44% |
Joseph C. Gissy Tactive Advisors, LLC | 3,921 | $256,141.54 | $367,632.96 | $111,491.42 | 43.53% |
Amir Har-El Savvy Advisors, Inc. | 90,674 | $7.67M | $8.49M | $818,300.85 | 10.66% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 85 | $5,139.15 | $7,923.53 | $2,784.38 | 54.18% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,363 | $374,706.4 | $408,267.72 | $33,561.32 | 8.96% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,241 | $213,861 | $209,791.21 | -$4,069.79 | -1.9% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 21,272 | $1.55M | $2M | $448,655.92 | 28.93% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 9,232 | $782,396.84 | $870,577.6 | $88,180.76 | 11.27% |
Brad Sayre Shared Vision Wealth Group LLC | 18,527 | $1.43M | $1.74M | $312,165.24 | 21.86% |
Kate Ring Stash Investments, LLC | 16,169 | $1.54M | $1.51M | -$34,520.46 | -2.24% |
Kaitlyn Barnes Financial Architects, LLC | 3,685 | $311,898.21 | $343,552.55 | $31,654.34 | 10.15% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 220,795 | $14.42M | $20.67M | $6.24M | 43.29% |