| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 673,108 | $18.58M | $19.91M | $1.33M | 7.14% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 871 | $28,098.48 | $25,664.01 | -$2,434.47 | -8.66% |
Brian Glenn Premier Path Wealth Partners, LLC | 49,426 | $1.37M | $1.46M | $96,607.42 | 7.08% |
| AK Alisha Kamadia United Community Bank | 26,883 | $812,701.43 | $792,510.84 | -$20,190.59 | -2.48% |
Greg Werlinich Werlinich Asset Management, LLC | 92,600 | $3.16M | $2.76M | -$404,507.46 | -12.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 891,770 | $22.52M | $26.38M | $3.86M | 17.13% |
Mark Petersen Prosperitas Financial LLC | 9,856 | $268,348.35 | $291,885.44 | $23,537.09 | 8.77% |
Robert Shea NEOS Investment Management LLC | 930,777 | $24.56M | $27.45M | $2.89M | 11.76% |
RENEE PILKENTON Exchange Bank | 23,066 | $771,844.42 | $681,254.31 | -$90,590.11 | -11.74% |
Teresa Douberly Burford Brothers, Inc. | 11,207 | $317,871.23 | $331,167.97 | $13,296.74 | 4.18% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 22,308 | $655,399.1 | $658,866.78 | $3,467.68 | 0.53% |
Charles Corkery PUREfi Wealth, LLC | 20,358 | $541,076.66 | $603,217.72 | $62,141.06 | 11.48% |
James Rankin Modern Wealth Management, LLC | 79,117 | $2.1M | $2.35M | $251,380.03 | 11.96% |
KKM Financial LLC KKM Financial LLC | 274,859 | $7.03M | $8.1M | $1.08M | 15.31% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 10,768 | $306,320.84 | $318,517.44 | $12,196.6 | 3.98% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 443,426 | $12.27M | $13.07M | $793,533.14 | 6.47% |
David Vollmer PFS Partners, LLC | 2,478 | $82,018.1 | $73,125.78 | -$8,892.32 | -10.84% |
Benj Foor Frazier Financial Advisors, LLC | 2,529 | $71,652.38 | $74,643.43 | $2,991.05 | 4.17% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 15,783 | $440,192.18 | $467,650.29 | $27,458.11 | 6.24% |
Angela Kelley HTLF Bank | 27,252 | $784,585.63 | $805,160.34 | $20,574.71 | 2.62% |