| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 9,010 | $1.05M | $1.15M | $102,838.41 | 9.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 27,985 | $3.36M | $3.55M | $194,334.63 | 5.79% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 7,881 | $869,586.71 | $1M | $131,930.77 | 15.17% |
Brian Glenn Premier Path Wealth Partners, LLC | 10,212 | $1.29M | $1.29M | $6,634.62 | 0.52% |
| AK Alisha Kamadia United Community Bank | 1,515 | $202,339.01 | $191,117.25 | -$11,221.76 | -5.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 45,820 | $5.37M | $5.82M | $450,034.12 | 8.39% |
Robert Shea NEOS Investment Management LLC | 336,745 | $40.66M | $42.47M | $1.81M | 4.45% |
James Rankin Modern Wealth Management, LLC | 35,857 | $3.83M | $4.6M | $770,440.25 | 20.12% |
David Vollmer PFS Partners, LLC | 75 | $7,899.82 | $9,469.12 | $1,569.3 | 19.87% |
Angela Kelley HTLF Bank | 18,793 | $2.5M | $2.4M | -$105,210.25 | -4.2% |
Amir Har-El Savvy Advisors, Inc. | 17,252 | $2.03M | $2.2M | $173,036.27 | 8.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 227 | $30,752.04 | $28,446.5 | -$2,305.54 | -7.5% |
Owen McCabe Tyche Wealth Partners LLC | 4,063 | $452,176.32 | $513,603.83 | $61,427.51 | 13.58% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,933 | $480,258.63 | $497,957.13 | $17,698.5 | 3.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 615 | $76,027.97 | $78,784.57 | $2,756.6 | 3.63% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,350 | $309,328.74 | $297,063.5 | -$12,265.24 | -3.97% |
Jonathon Gold Gold Investment Management Ltd. | 82 | $10,931 | $10,481.24 | -$449.76 | -4.11% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,346 | $1.02M | $1.06M | $41,436.44 | 4.06% |
| WG William Garver Leibman Financial Services, Inc. | 20,288 | $2.47M | $2.61M | $134,893.08 | 5.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 48,314 | $5.66M | $6.13M | $468,908.8 | 8.28% |