| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 19,739 | $8.73M | $9.44M | $714,758.55 | 8.19% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,949 | $904,773.32 | $932,362.62 | $27,589.3 | 3.05% |
| AK Alisha Kamadia United Community Bank | 5 | $2,382.41 | $2,389.2 | $6.79 | 0.29% |
JAMES EDWARDS Maestria Partners LLC | 30,000 | $13.09M | $14.56M | $1.47M | 11.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,390 | $652,207.56 | $664,948.2 | $12,740.64 | 1.95% |
Robert Shea NEOS Investment Management LLC | 24,859 | $11.25M | $11.89M | $633,380.77 | 5.63% |
James Rankin Modern Wealth Management, LLC | 568 | $256,909 | $275,457.27 | $18,548.27 | 7.22% |
David Vollmer PFS Partners, LLC | 16 | $5,854.13 | $7,654.08 | $1,799.95 | 30.75% |
Benj Foor Frazier Financial Advisors, LLC | 32 | $13,229 | $15,283.2 | $2,054.2 | 15.53% |
Angela Kelley HTLF Bank | 1,188 | $463,984.9 | $568,315.44 | $104,330.54 | 22.49% |
Amir Har-El Savvy Advisors, Inc. | 1,634 | $788,482.24 | $781,672.92 | -$6,809.32 | -0.86% |
Joseph Morrison Sentry LLC | 1,374 | $420,471.59 | $666,335.03 | $245,863.44 | 58.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 97 | $43,933 | $46,402.86 | $2,469.86 | 5.62% |
Owen McCabe Tyche Wealth Partners LLC | 575 | $225,361.7 | $278,288.51 | $52,926.81 | 23.49% |
Jeff Ramsey Quotient Wealth Partners, LLC | 692 | $304,130.95 | $331,038.96 | $26,908.01 | 8.85% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 98 | $42,498.97 | $46,881.24 | $4,382.27 | 10.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,128 | $549,567.63 | $539,612.64 | -$9,954.99 | -1.81% |
Taylor Wagner Valued Wealth Advisors LLC | 19 | $8,332.63 | $9,089.22 | $756.59 | 9.08% |
Darin Sadow Freestone Grove Partners LP | 157,074 | $71.14M | $76.17M | $5.03M | 7.07% |
Christopher Dodds Crown Oak Advisors, LLC | 16,086 | $6.51M | $7.7M | $1.19M | 18.23% |