| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 12,592 | $1.48M | $1.58M | $101,392.92 | 6.85% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,168 | $535,868.3 | $650,002.62 | $114,134.32 | 21.3% |
| AK Alisha Kamadia United Community Bank | 1,160 | $100,309.99 | $145,898.42 | $45,588.43 | 45.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,944 | $327,678.6 | $370,280.13 | $42,601.53 | 13% |
Robert Shea NEOS Investment Management LLC | 362,444 | $37.32M | $45.59M | $8.27M | 22.16% |
Mark Weber DecisionMap Wealth Management, LLC | 10,044 | $1.04M | $1.26M | $214,004.81 | 20.48% |
Benj Foor Frazier Financial Advisors, LLC | 111 | $11,600.42 | $13,960.97 | $2,360.55 | 20.35% |
Amir Har-El Savvy Advisors, Inc. | 3,449 | $351,928.58 | $433,762.45 | $81,833.87 | 23.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 272 | $27,479 | $34,208 | $6,729 | 24.49% |
One Degree Advisors Inc. One Degree Advisors Inc | 7,997 | $780,889.13 | $1.01M | $224,929.55 | 28.8% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 321 | $37,076 | $40,370.47 | $3,294.47 | 8.89% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,451 | $269,835.05 | $308,249.28 | $38,414.23 | 14.24% |
Taylor Wagner Valued Wealth Advisors LLC | 157 | $17,359.62 | $19,745.06 | $2,385.44 | 13.74% |
Curtis Burkholder Bare Financial Services, Inc | 78 | $8,103.93 | $9,779.13 | $1,675.2 | 20.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 7 | $688.33 | $877.61 | $189.28 | 27.5% |
Joshua Stipcich Tidemark, LLC | 3 | $347 | $376.12 | $29.12 | 8.39% |
David Ragan Grunden Financial Advisory, Inc. | 4,268 | $405,803.29 | $536,763.74 | $130,960.45 | 32.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,731 | $582,318.86 | $715,553.75 | $133,234.89 | 22.88% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,414 | $333,474.66 | $428,024.79 | $94,550.13 | 28.35% |
Matthew Stead Sachetta, LLC | 72 | $7,735.05 | $8,866.8 | $1,131.75 | 14.63% |