| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 28,311 | $1.41M | $1.5M | $93,792.04 | 6.67% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,712 | $139,746.92 | $196,327.68 | $56,580.76 | 40.49% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 27,259 | $1.09M | $1.46M | $368,788.34 | 33.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 48,920 | $2.28M | $2.59M | $312,428.72 | 13.72% |
RENEE PILKENTON Exchange Bank | 10,980 | $471,043.78 | $587,979 | $116,935.22 | 24.82% |
James Rankin Modern Wealth Management, LLC | 15,179 | $784,602.57 | $798,870.77 | $14,268.2 | 1.82% |
Benj Foor Frazier Financial Advisors, LLC | 219 | $10,431 | $11,558.82 | $1,127.82 | 10.81% |
Derek Ripp Austin Wealth Management, LLC | 71,734 | $2.35M | $3.81M | $1.45M | 61.8% |
Amir Har-El Savvy Advisors, Inc. | 5,623 | $278,135.89 | $296,079.06 | $17,943.17 | 6.45% |
Ann Keitner Quantum Portfolio Management LLC | 20,835 | $994,098.39 | $1.1M | $105,052.03 | 10.57% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,700 | $218,004 | $196,063 | -$21,941 | -10.06% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 5,028 | $296,245 | $268,419.78 | -$27,825.22 | -9.39% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 73,639 | $3.62M | $3.88M | $256,835.75 | 7.1% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,450 | $124,484.5 | $129,727.5 | $5,243 | 4.21% |
Cody Gehman Stonebridge Financial Group, LLC | 11,732 | $560,682.18 | $622,499.92 | $61,817.74 | 11.03% |
Joshua Stipcich Tidemark, LLC | 3,375 | $141,443.51 | $177,187.5 | $35,743.99 | 25.27% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 7,835 | $275,341.68 | $414,706.55 | $139,364.87 | 50.62% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,468 | $107,939 | $129,545.32 | $21,606.32 | 20.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 20 | $984 | $1,056.4 | $72.4 | 7.36% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 20,569 | $1.06M | $1.09M | $22,110.07 | 2.08% |