| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 3,195 | $398,921.66 | $475,751.47 | $76,829.81 | 19.26% |
Syon Capital LLC SYON CAPITAL LLC | 8,407 | $967,675.17 | $1.25M | $280,512.12 | 28.99% |
Kevin Bresler TD Waterhouse Canada Inc. | 24,884 | $2.93M | $3.71M | $775,884.18 | 26.45% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 27,869 | $3.14M | $4.15M | $1.01M | 32.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,775 | $1.23M | $1.45M | $224,189.58 | 18.27% |
| AK Alisha Kamadia United Community Bank | 230 | $28,260.1 | $34,148.1 | $5,888 | 20.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,382 | $5.17M | $6.59M | $1.42M | 27.42% |
Robert Shea NEOS Investment Management LLC | 299,251 | $35.58M | $44.43M | $8.85M | 24.87% |
James Rankin Modern Wealth Management, LLC | 36,156 | $3.86M | $5.37M | $1.51M | 39.05% |
David Vollmer PFS Partners, LLC | 75 | $7,899.82 | $11,135.25 | $3,235.43 | 40.96% |
Benj Foor Frazier Financial Advisors, LLC | 2 | $265 | $296.94 | $31.94 | 12.05% |
Angela Kelley HTLF Bank | 18,793 | $2.5M | $2.79M | $287,187.59 | 11.47% |
Amir Har-El Savvy Advisors, Inc. | 16,450 | $1.92M | $2.45M | $529,960.34 | 27.57% |
Owen McCabe Tyche Wealth Partners LLC | 4,045 | $449,737.82 | $600,561.15 | $150,823.33 | 33.54% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,530 | $425,669.5 | $524,099.1 | $98,429.6 | 23.12% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 620 | $76,694.47 | $92,411 | $15,716.53 | 20.49% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,350 | $309,328.74 | $348,904.5 | $39,575.76 | 12.79% |
Jonathon Gold Gold Investment Management Ltd. | 82 | $10,931 | $12,174.54 | $1,243.54 | 11.38% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 806 | $106,537 | $120,134.3 | $13,597.3 | 12.76% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,325 | $758,755.26 | $907,131.5 | $148,376.24 | 19.56% |