| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 35,703 | $2.25M | $2.91M | $663,984.26 | 29.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 395,283 | $26.1M | $32.24M | $6.14M | 23.54% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 200 | $12,236 | $16,453 | $4,217 | 34.46% |
Brian Glenn Premier Path Wealth Partners, LLC | 17,942 | $1.16M | $1.46M | $307,831.64 | 26.64% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 16,061 | $974,273 | $1.32M | $346,985.16 | 35.61% |
| AK Alisha Kamadia United Community Bank | 26,158 | $1.61M | $2.13M | $520,826.13 | 32.3% |
Mark Romin Lakeshore Financial Planning, Inc. | 10,376 | $583,178.83 | $853,581.64 | $270,402.81 | 46.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 381,189 | $25.53M | $31.3M | $5.77M | 22.59% |
Mark Petersen Prosperitas Financial LLC | 3,846 | $273,795.37 | $313,045.17 | $39,249.8 | 14.34% |
Robert Shea NEOS Investment Management LLC | 567,520 | $37.88M | $46.69M | $8.8M | 23.24% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,622 | $229,817.11 | $297,963.83 | $68,146.72 | 29.65% |
RENEE PILKENTON Exchange Bank | 30,981 | $1.88M | $2.55M | $667,083.06 | 35.45% |
Teresa Douberly Burford Brothers, Inc. | 24,182 | $1.43M | $1.99M | $562,848.39 | 39.46% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 33,906 | $2M | $2.77M | $760,672.26 | 37.94% |
Savoie Capital LLC Savoie Capital LLC | 12,523 | $766,157 | $1.03M | $264,047.59 | 34.46% |
Charles Corkery PUREfi Wealth, LLC | 2,694 | $204,879 | $221,621.91 | $16,742.91 | 8.17% |
Mark Weber DecisionMap Wealth Management, LLC | 35,182 | $2.19M | $2.86M | $671,652.48 | 30.64% |
James Rankin Modern Wealth Management, LLC | 51,445 | $3.41M | $4.2M | $783,970.97 | 22.98% |
KKM Financial LLC KKM Financial LLC | 5,171 | $304,727.21 | $425,392.31 | $120,665.1 | 39.6% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,093 | $218,796.97 | $254,445.64 | $35,648.67 | 16.29% |