| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 2,875 | $302,746.57 | $387,118.72 | $84,372.15 | 27.87% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 404 | $30,204 | $54,398.6 | $24,194.6 | 80.1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,653 | $338,161.4 | $357,226.42 | $19,065.02 | 5.64% |
James Rankin Modern Wealth Management, LLC | 2,289 | $222,207.79 | $316,545.79 | $94,338 | 42.45% |
KKM Financial LLC KKM Financial LLC | 25,284 | $2.66M | $3.5M | $833,445.68 | 31.3% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,241 | $407,291.54 | $436,400.62 | $29,109.08 | 7.15% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 295 | $22,010.22 | $39,721.75 | $17,711.53 | 80.47% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 120 | $10,469 | $16,158 | $5,689 | 54.34% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,727 | $352,911.89 | $511,903.45 | $158,991.56 | 45.05% |
Brad Sayre Shared Vision Wealth Group LLC | 3,159 | $371,688 | $425,359.32 | $53,671.32 | 14.44% |
Curtis Burkholder Bare Financial Services, Inc | 688 | $58,762 | $92,639.19 | $33,877.19 | 57.65% |
Joshua Stipcich Tidemark, LLC | 8,500 | $1.01M | $1.16M | $149,068.13 | 14.7% |
Andrea Butler Sequent Planning LLC | 1,830 | $215,303 | $253,070.68 | $37,767.68 | 17.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,245 | $3.15M | $3.34M | $191,050.64 | 6.07% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,272 | $497,902.59 | $709,874.75 | $211,972.16 | 42.57% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,350 | $291,630.87 | $451,077.47 | $159,446.6 | 54.67% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 800 | $68,328.73 | $107,719.99 | $39,391.26 | 57.65% |
Michael Herman Apollon Financial, LLC | 3,755 | $337,162.83 | $505,610.71 | $168,447.88 | 49.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,131 | $399,231 | $431,263.94 | $32,032.94 | 8.02% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,312 | $566,888.74 | $715,260.75 | $148,372.01 | 26.17% |