| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 459 | $231,052.74 | $443,205.81 | $212,153.07 | 91.82% |
| KS Kristi Shields ROGCO, LP | 7 | $6,153 | $6,733.44 | $580.44 | 9.43% |
Syon Capital LLC SYON CAPITAL LLC | 2,201 | $1.25M | $2.09M | $837,288.05 | 66.91% |
Kevin Bresler TD Waterhouse Canada Inc. | 55,368 | $50.1M | $53.25M | $3.15M | 6.3% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,739 | $1.63M | $2.64M | $1.01M | 62.16% |
| AK Alisha Kamadia United Community Bank | 13 | $8,653.63 | $12,531.87 | $3,878.24 | 44.82% |
Nitin Wadke Tribune Investment Group LP | 7,260 | $6.38M | $6.98M | $598,441.8 | 9.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,332 | $4.78M | $7.05M | $2.27M | 47.47% |
Robert Shea NEOS Investment Management LLC | 20,619 | $14.79M | $19.9M | $5.11M | 34.59% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 449 | $439,176 | $431,825.3 | -$7,350.7 | -1.67% |
James Rankin Modern Wealth Management, LLC | 1,527 | $1.46M | $1.46M | -$1,521.5 | -0.1% |
David Vollmer PFS Partners, LLC | 4 | $3,033 | $3,862.24 | $829.24 | 27.34% |
Amir Har-El Savvy Advisors, Inc. | 2,381 | $1.69M | $2.27M | $587,107.48 | 34.83% |
Ann Keitner Quantum Portfolio Management LLC | 415 | $281,872.02 | $400,429.35 | $118,557.33 | 42.06% |
Joseph Morrison Sentry LLC | 600 | $201,666 | $584,244 | $382,578 | 189.71% |
David W. Lewis Lewis Asset Management, LLC | 412 | $401,623.19 | $398,795.4 | -$2,827.79 | -0.7% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 328 | $318,553.07 | $315,844.32 | -$2,708.75 | -0.85% |
Owen McCabe Tyche Wealth Partners LLC | 847 | $659,374.22 | $817,405.82 | $158,031.6 | 23.97% |
United Advisor Group LLC United Advisor Group, LLC | 302 | $237,055.91 | $291,396.78 | $54,340.87 | 22.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 676 | $352,980.48 | $652,867.28 | $299,886.8 | 84.96% |