| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 87,545 | $13.22M | $13.01M | -$212,819.92 | -1.61% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 125 | $13,974 | $17,326.25 | $3,352.25 | 23.99% |
Melissa S. Kampmann Kampmann Melissa S. | 19,020 | $2.36M | $2.81M | $451,635.22 | 19.13% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,599 | $1.28M | $1.34M | $59,123.4 | 4.6% |
| AK Alisha Kamadia United Community Bank | 1,615 | $200,266.31 | $226,067.7 | $25,801.39 | 12.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 124,336 | $15.53M | $18.47M | $2.94M | 18.91% |
Robert Shea NEOS Investment Management LLC | 171,772 | $27.71M | $24.04M | -$3.66M | -13.22% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,969 | $524,801.2 | $441,163.71 | -$83,637.49 | -15.94% |
Charles Corkery PUREfi Wealth, LLC | 5,300 | $526,184 | $741,894 | $215,710 | 41% |
James Rankin Modern Wealth Management, LLC | 2,622 | $401,664.28 | $387,098.97 | -$14,565.31 | -3.63% |
KKM Financial LLC KKM Financial LLC | 86,100 | $8.55M | $11.93M | $3.39M | 39.62% |
David Vollmer PFS Partners, LLC | 25 | $2,482 | $3,499.5 | $1,017.5 | 41% |
Benj Foor Frazier Financial Advisors, LLC | 40 | $4,202.53 | $5,599.2 | $1,396.67 | 33.23% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 15,676 | $1.64M | $2.19M | $555,400.86 | 33.89% |
Amir Har-El Savvy Advisors, Inc. | 13,405 | $1.93M | $1.97M | $40,080.88 | 2.07% |
David W. Lewis Lewis Asset Management, LLC | 9,306 | $1.13M | $1.3M | $176,965.01 | 15.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 65 | $6,453 | $9,514.05 | $3,061.05 | 47.44% |
United Advisor Group LLC United Advisor Group, LLC | 13,900 | $1.62M | $1.95M | $322,007.24 | 19.83% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,384 | $549,808.29 | $473,692.32 | -$76,115.97 | -13.84% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,163 | $314,023 | $442,756.74 | $128,733.74 | 41% |