| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 1,678 | $773,501.06 | $1.21M | $435,783.2 | 56.34% |
Stacey Cheek Wheelhouse Advisory Group LLC | 485 | $294,720.72 | $356,042.23 | $61,321.51 | 20.81% |
Michael Grossman AdviceOne Advisory Services, LLC | 850 | $515,598.02 | $624,622.5 | $109,024.48 | 21.15% |
Syon Capital LLC SYON CAPITAL LLC | 88,105 | $53.61M | $64.48M | $10.87M | 20.27% |
Florian Peters denkapparat Operations GmbH | 660 | $431,491.02 | $472,850.4 | $41,359.38 | 9.59% |
Kevin Bresler TD Waterhouse Canada Inc. | 466,932 | $228.43M | $331.21M | $102.78M | 44.99% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 170 | $51,035.89 | $123,210.9 | $72,175.01 | 141.42% |
Brian Glenn Premier Path Wealth Partners, LLC | 16,344 | $6.52M | $11.59M | $5.08M | 77.94% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 666 | $470,853.28 | $490,655.5 | $19,802.22 | 4.21% |
| AK Alisha Kamadia United Community Bank | 3,254 | $1M | $2.31M | $1.31M | 130.3% |
JAMES EDWARDS Maestria Partners LLC | 22,000 | $12.88M | $15.55M | $2.67M | 20.72% |
Mark Romin Lakeshore Financial Planning, Inc. | 708 | $314,658.38 | $524,291.7 | $209,633.32 | 66.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 136,631 | $80.19M | $96.92M | $16.73M | 20.86% |
Mark Petersen Prosperitas Financial LLC | 13,802 | $8.13M | $10.2M | $2.07M | 25.43% |
Robert Shea NEOS Investment Management LLC | 1M | $611M | $711.32M | $100.31M | 16.42% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,819 | $1.1M | $2.08M | $976,428.24 | 88.77% |
RENEE PILKENTON Exchange Bank | 1,248 | $567,022.13 | $913,049.28 | $346,027.15 | 61.03% |
Teresa Douberly Burford Brothers, Inc. | 5,907 | $2.31M | $4.27M | $1.96M | 84.67% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 22,729 | $16.14M | $16.42M | $278,356.43 | 1.72% |
Savoie Capital LLC Savoie Capital LLC | 500 | $286,220 | $370,262.5 | $84,042.5 | 29.36% |