| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 2,299 | $476,197.08 | $534,172.65 | $57,975.57 | 12.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,869 | $946,104.73 | $1.13M | $186,327.29 | 19.69% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,403 | $301,615.09 | $322,633.89 | $21,018.8 | 6.97% |
| AK Alisha Kamadia United Community Bank | 1,466 | $217,452.9 | $337,121.37 | $119,668.47 | 55.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,855 | $1.03M | $1.13M | $100,664.22 | 9.79% |
Robert Shea NEOS Investment Management LLC | 14,000 | $3.03M | $3.22M | $190,168.64 | 6.28% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $4,366.85 | $5,289.08 | $922.23 | 21.12% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,833 | $393,168.78 | $421,516.68 | $28,347.9 | 7.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 152 | $30,948.85 | $35,381.8 | $4,432.95 | 14.32% |
PETER KRUSSEL Southland Equity Partners LLC | 1,132 | $241,927.05 | $260,314.73 | $18,387.68 | 7.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,310 | $280,952.28 | $304,679.8 | $23,727.52 | 8.45% |
Taylor Wagner Valued Wealth Advisors LLC | 56 | $11,467.92 | $13,023.36 | $1,555.44 | 13.56% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 11,625 | $2.48M | $2.71M | $228,388.42 | 9.2% |
Julie Beswick Advantage Trust Co | 575 | $137,011 | $133,198.74 | -$3,812.26 | -2.78% |
Joshua Stipcich Tidemark, LLC | 2 | $424 | $465.22 | $41.22 | 9.72% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 60 | $14,297 | $13,956.6 | -$340.4 | -2.38% |
Christy Clarin Portfolio Design Labs, LLC | 8,275 | $1.65M | $1.92M | $262,746.3 | 15.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,085 | $231,270.8 | $249,506.61 | $18,235.81 | 7.89% |
Matthew Stead Sachetta, LLC | 72 | $12,590.95 | $16,742.88 | $4,151.93 | 32.98% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 15 | $3,235.67 | $3,488.7 | $253.03 | 7.82% |