| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Eric Maxwell Maxwell Wealth Strategies Inc. | 10,056 | $478,665.6 | $572,488.08 | $93,822.48 | 19.6% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 456 | $21,706.06 | $25,960.08 | $4,254.02 | 19.6% |
Kevin Orr Centennial Bank/AR/ | 28,400 | $1.3M | $1.62M | $317,232.2 | 24.41% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,641 | $407,315.7 | $435,002.13 | $27,686.43 | 6.8% |
Jae Cho Marex Group plc | 34,948 | $1.8M | $1.99M | $188,544.46 | 10.47% |
Christopher Barr Red Mountain Financial, LLC | 4,094 | $196,342.21 | $233,071.42 | $36,729.21 | 18.71% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,008 | $181,882.73 | $228,175.44 | $46,292.71 | 25.45% |
Kevin Bresler TD Waterhouse Canada Inc. | 369,334 | $18.31M | $21.03M | $2.72M | 14.85% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 111,522 | $5.11M | $6.35M | $1.24M | 24.33% |
| AK Alisha Kamadia United Community Bank | 1,050 | $50,468.25 | $59,776.5 | $9,308.25 | 18.44% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 13,090 | $668,768.1 | $745,213.7 | $76,445.6 | 11.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,612 | $1.8M | $2.03M | $227,329.36 | 12.63% |
James Rankin Modern Wealth Management, LLC | 4,882 | $234,942.41 | $277,932.26 | $42,989.85 | 18.3% |
Joseph C. Gissy Tactive Advisors, LLC | 27,621 | $1.4M | $1.57M | $169,580.19 | 12.09% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 39,616 | $2.11M | $2.26M | $140,690.83 | 6.65% |
Amir Har-El Savvy Advisors, Inc. | 5,648 | $293,893.68 | $321,540.64 | $27,646.96 | 9.41% |
David W. Lewis Lewis Asset Management, LLC | 11,452 | $546,938.18 | $651,962.36 | $105,024.18 | 19.2% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 39,512 | $1.4M | $2.25M | $854,282.99 | 61.23% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,858 | $522,523.29 | $561,215.94 | $38,692.65 | 7.4% |
Taylor Wagner Valued Wealth Advisors LLC | 586 | $27,925.48 | $33,360.98 | $5,435.5 | 19.46% |