| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Florian Peters denkapparat Operations GmbH | 2,426 | $420,422.53 | $722,341.5 | $301,918.97 | 71.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,333 | $3.37M | $4.85M | $1.48M | 43.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,028 | $351,928.07 | $641,801.16 | $289,873.09 | 82.37% |
| AK Alisha Kamadia United Community Bank | 177 | $25,026.43 | $61,640.25 | $36,613.82 | 146.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 79,694 | $13.42M | $25.22M | $11.8M | 87.97% |
Robert Shea NEOS Investment Management LLC | 48,445 | $8.69M | $15.52M | $6.83M | 78.54% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,016 | $142,894 | $321,533.52 | $178,639.52 | 125.02% |
James Rankin Modern Wealth Management, LLC | 3,461 | $722,126.74 | $1.23M | $507,981.91 | 70.35% |
KKM Financial LLC KKM Financial LLC | 39,734 | $7.23M | $14.12M | $6.89M | 95.27% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,058 | $203,832 | $334,825.26 | $130,993.26 | 64.27% |
David Vollmer PFS Partners, LLC | 875 | $145,348.2 | $276,911.25 | $131,563.05 | 90.52% |
Benj Foor Frazier Financial Advisors, LLC | 141 | $34,993.01 | $45,165.12 | $10,172.11 | 29.07% |
Amir Har-El Savvy Advisors, Inc. | 4,580 | $855,635.92 | $1.45M | $593,796.68 | 69.4% |
David W. Lewis Lewis Asset Management, LLC | 1,591 | $388,483.74 | $503,503.77 | $115,020.03 | 29.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,434 | $214,901.69 | $453,817.98 | $238,916.29 | 111.17% |
Owen McCabe Tyche Wealth Partners LLC | 942 | $230,018 | $280,480.5 | $50,462.5 | 21.94% |
United Advisor Group LLC United Advisor Group, LLC | 1,575 | $245,571.56 | $498,440.25 | $252,868.69 | 102.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,059 | $741,495.96 | $1.6M | $859,525.77 | 115.92% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,545 | $1.39M | $2.74M | $1.35M | 97.03% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,380 | $1.02M | $2.02M | $994,297.77 | 97.03% |