| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 232,124 | $17.49M | $20.66M | $3.17M | 18.1% |
Syon Capital LLC SYON CAPITAL LLC | 20,856 | $1.7M | $1.86M | $166,415.18 | 9.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 152,374 | $14.29M | $13.6M | -$684,725.93 | -4.79% |
Brian Glenn Premier Path Wealth Partners, LLC | 11,326 | $725,175.93 | $1.01M | $285,896.09 | 39.42% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 9,465 | $681,768.23 | $837,652.5 | $155,884.27 | 22.86% |
| AK Alisha Kamadia United Community Bank | 225 | $20,522.33 | $20,038.5 | -$483.83 | -2.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 23,287 | $1.97M | $2.08M | $111,163.39 | 5.65% |
Robert Shea NEOS Investment Management LLC | 628,351 | $58.27M | $55.93M | -$2.33M | -4.01% |
James Rankin Modern Wealth Management, LLC | 16,992 | $1.16M | $1.5M | $341,403.21 | 29.45% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,725 | $451,261.12 | $422,863.87 | -$28,397.25 | -6.29% |
Benj Foor Frazier Financial Advisors, LLC | 453 | $29,373.66 | $40,326.06 | $10,952.4 | 37.29% |
Amir Har-El Savvy Advisors, Inc. | 8,391 | $727,923.91 | $742,100.04 | $14,176.13 | 1.95% |
David W. Lewis Lewis Asset Management, LLC | 5,748 | $530,006.98 | $513,373.42 | -$16,633.56 | -3.14% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 488 | $44,940.13 | $43,529.6 | -$1,410.53 | -3.14% |
United Advisor Group LLC United Advisor Group, LLC | 4,784 | $372,642.16 | $426,158.72 | $53,516.56 | 14.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,426 | $444,111.31 | $571,978.26 | $127,866.95 | 28.79% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 255 | $18,586.3 | $22,564.95 | $3,978.65 | 21.41% |
Jeffrey McGrath Cetera Trust Company, N.A | 150 | $9,501 | $13,366.5 | $3,865.5 | 40.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,215 | $590,194.75 | $550,027.5 | -$40,167.25 | -6.81% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 3,495 | $268,681.62 | $310,915.2 | $42,233.58 | 15.72% |