| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 122,092 | $4.29M | $5.4M | $1.11M | 25.93% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 160 | $6,133.6 | $7,075.2 | $941.6 | 15.35% |
Jae Cho Marex Group plc | 7,448 | $278,879.16 | $335,681.36 | $56,802.2 | 20.37% |
NICOLE MARTIN Arlington Trust Co LLC | 544 | $19,709.12 | $24,662.24 | $4,953.12 | 25.13% |
Chris Kleine Park Capital Management, LLC / WI | 7,743 | $322,264 | $342,395.46 | $20,131.46 | 6.25% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 69,318 | $2.12M | $3.13M | $1.01M | 47.71% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 67,208 | $2.04M | $2.97M | $933,316.67 | 45.78% |
Syon Capital LLC SYON CAPITAL LLC | 59,198 | $1.94M | $2.67M | $729,809.05 | 37.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 94,388 | $3.97M | $4.28M | $306,501.37 | 7.71% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 400 | $10,590 | $17,324 | $6,734 | 63.59% |
Brian Glenn Premier Path Wealth Partners, LLC | 12,918 | $378,859 | $571,233.96 | $192,374.96 | 50.78% |
| AK Alisha Kamadia United Community Bank | 20 | $673.08 | $884.4 | $211.32 | 31.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 60,916 | $2.01M | $2.76M | $747,038.2 | 37.08% |
Robert Shea NEOS Investment Management LLC | 1.4M | $48.35M | $61.93M | $13.58M | 28.09% |
James Rankin Modern Wealth Management, LLC | 12,138 | $440,648.95 | $548,394.84 | $107,745.89 | 24.45% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,000 | $274,143.5 | $389,790 | $115,646.5 | 42.18% |
Amir Har-El Savvy Advisors, Inc. | 17,586 | $589,954.69 | $795,414.78 | $205,460.09 | 34.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 98 | $4,709.98 | $4,459.98 | -$250 | -5.31% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,052 | $290,895.43 | $267,619.44 | -$23,275.99 | -8% |
CARL LYMANGOOD Petros Family Wealth, LLC | 8,260 | $262,762.99 | $365,257.2 | $102,494.21 | 39.01% |