| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,076 | $918,727 | $1.05M | $132,062.33 | 14.37% |
Michael Grossman AdviceOne Advisory Services, LLC | 445 | $260,480.02 | $443,402.45 | $182,922.43 | 70.23% |
Syon Capital LLC SYON CAPITAL LLC | 3,144 | $1.62M | $3.13M | $1.51M | 92.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 97,415 | $84.77M | $97.28M | $12.51M | 14.76% |
Brian Glenn Premier Path Wealth Partners, LLC | 720 | $451,056.55 | $703,130.41 | $252,073.86 | 55.89% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 34,154 | $26.56M | $34.11M | $7.55M | 28.41% |
| AK Alisha Kamadia United Community Bank | 464 | $298,737.94 | $453,128.48 | $154,390.54 | 51.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,422 | $2.25M | $3.42M | $1.16M | 51.69% |
Robert Shea NEOS Investment Management LLC | 19,913 | $13.51M | $19.45M | $5.93M | 43.91% |
James Rankin Modern Wealth Management, LLC | 1,129 | $691,428.15 | $1.12M | $429,973.68 | 62.19% |
Benj Foor Frazier Financial Advisors, LLC | 139 | $98,821.08 | $135,743.23 | $36,922.15 | 37.36% |
Angela Kelley HTLF Bank | 718 | $336,777.69 | $701,177.27 | $364,399.58 | 108.2% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 325 | $245,579 | $317,385.25 | $71,806.25 | 29.24% |
Amir Har-El Savvy Advisors, Inc. | 1,158 | $828,300.95 | $1.15M | $325,727.11 | 39.32% |
Ann Keitner Quantum Portfolio Management LLC | 2,151 | $1.58M | $2.1M | $522,217.85 | 33.09% |
David W. Lewis Lewis Asset Management, LLC | 1,040 | $762,091 | $1.02M | $253,541.81 | 33.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 503 | $191,773.88 | $500,369.31 | $308,595.43 | 160.92% |
Owen McCabe Tyche Wealth Partners LLC | 303 | $203,716.34 | $295,900.71 | $92,184.37 | 45.25% |
Jeff Ramsey Quotient Wealth Partners, LLC | 463 | $282,214.84 | $452,151.91 | $169,937.07 | 60.22% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 30 | $19,767.08 | $29,719.05 | $9,951.97 | 50.35% |