| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 34,948 | $1.8M | $1.99M | $185,748.62 | 10.31% |
Christopher Barr Red Mountain Financial, LLC | 3,890 | $186,632.63 | $221,243.75 | $34,611.12 | 18.55% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,991 | $181,130.05 | $226,688.8 | $45,558.75 | 25.15% |
Kevin Bresler TD Waterhouse Canada Inc. | 372,694 | $18.5M | $21.3M | $2.8M | 15.14% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 167,585 | $8.26M | $9.59M | $1.33M | 16.12% |
| AK Alisha Kamadia United Community Bank | 1,050 | $50,468.25 | $59,724 | $9,255.75 | 18.34% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 13,090 | $668,768.1 | $750,187.9 | $81,419.8 | 12.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 67,623 | $3.6M | $3.86M | $266,859 | 7.42% |
James Rankin Modern Wealth Management, LLC | 8,558 | $441,382.15 | $486,479.51 | $45,097.36 | 10.22% |
Joseph C. Gissy Tactive Advisors, LLC | 23,699 | $1.21M | $1.35M | $146,028.75 | 12.11% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 39,616 | $2.11M | $2.26M | $143,662.03 | 6.79% |
Amir Har-El Savvy Advisors, Inc. | 5,585 | $290,615.47 | $317,451.4 | $26,835.93 | 9.23% |
David W. Lewis Lewis Asset Management, LLC | 11,541 | $551,858.01 | $658,125.52 | $106,267.51 | 19.26% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 28,533 | $1.01M | $1.62M | $609,627.14 | 60.1% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,758 | $305,202.79 | $327,399.88 | $22,197.09 | 7.27% |
Taylor Wagner Valued Wealth Advisors LLC | 580 | $27,639.88 | $33,158.6 | $5,518.72 | 19.97% |
Joshua Stipcich Tidemark, LLC | 207 | $9,862.93 | $11,752.42 | $1,889.49 | 19.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,408 | $115,719.37 | $135,209.2 | $19,489.83 | 16.84% |
Nicole Davis Northwest Financial Advisors | 31,396 | $1.5M | $1.78M | $283,360.47 | 18.89% |
Adam Colby Wealth Group Ltd | 49,373 | $2.34M | $2.82M | $473,388.32 | 20.21% |