| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stacey Cheek Wheelhouse Advisory Group LLC | 2,965 | $226,784.34 | $234,575.97 | $7,791.63 | 3.44% |
Syon Capital LLC SYON CAPITAL LLC | 31,356 | $2.09M | $2.48M | $392,352.63 | 18.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 521,191 | $46.96M | $41.59M | -$5.37M | -11.43% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 804 | $46,061.7 | $64,135.08 | $18,073.38 | 39.24% |
Brian Glenn Premier Path Wealth Partners, LLC | 22,587 | $1.44M | $1.8M | $360,431.33 | 25% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 7,632 | $470,269.82 | $602,622.72 | $132,352.9 | 28.14% |
| AK Alisha Kamadia United Community Bank | 19,761 | $1.32M | $1.57M | $254,988.22 | 19.33% |
Mark Romin Lakeshore Financial Planning, Inc. | 4,273 | $352,562.9 | $337,118.33 | -$15,444.57 | -4.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 308,514 | $23.47M | $24.62M | $1.15M | 4.91% |
Mark Petersen Prosperitas Financial LLC | 2,426 | $212,908 | $191,472.05 | -$21,435.95 | -10.07% |
Robert Shea NEOS Investment Management LLC | 339,343 | $26.6M | $27.07M | $463,243.16 | 1.74% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 10,262 | $735,682.94 | $810,338.83 | $74,655.89 | 10.15% |
RENEE PILKENTON Exchange Bank | 13,406 | $991,844.06 | $1.07M | $76,077.9 | 7.67% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 8,907 | $593,929.41 | $713,539.77 | $119,610.36 | 20.14% |
Savoie Capital LLC Savoie Capital LLC | 10,000 | $572,900 | $788,950 | $216,050 | 37.71% |
Charles Corkery PUREfi Wealth, LLC | 11,525 | $821,824.91 | $920,501.75 | $98,676.84 | 12.01% |
James Rankin Modern Wealth Management, LLC | 273,000 | $19.21M | $21.54M | $2.32M | 12.09% |
Menachem Striks Morton Capital Management LLC/CA | 5,742 | $533,317.46 | $459,991.62 | -$73,325.84 | -13.75% |
David Vollmer PFS Partners, LLC | 391 | $28,517.73 | $31,186.16 | $2,668.43 | 9.36% |
Benj Foor Frazier Financial Advisors, LLC | 3,034 | $197,590.39 | $242,052.52 | $44,462.13 | 22.5% |