| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 17,986 | $2.18M | $3.64M | $1.45M | 66.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 63,181 | $10.94M | $12.63M | $1.69M | 15.47% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,519 | $1.16M | $1.94M | $782,934.35 | 67.48% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 3,000 | $308,099.69 | $599,699.97 | $291,600.28 | 94.64% |
| AK Alisha Kamadia United Community Bank | 14,937 | $1.87M | $3.05M | $1.18M | 63.4% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,547 | $187,833.91 | $310,173.5 | $122,339.59 | 65.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,588 | $7.36M | $10.51M | $3.15M | 42.77% |
Mark Petersen Prosperitas Financial LLC | 30,745 | $4.07M | $6.14M | $2.07M | 51% |
Robert Shea NEOS Investment Management LLC | 254,266 | $36.92M | $51.88M | $14.96M | 40.53% |
RENEE PILKENTON Exchange Bank | 9,958 | $978,726.71 | $2.02M | $1.04M | 106.13% |
Teresa Douberly Burford Brothers, Inc. | 5,768 | $556,940.21 | $1.18M | $623,163.75 | 111.89% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,180 | $410,297.38 | $855,060.8 | $444,763.42 | 108.4% |
Charles Corkery PUREfi Wealth, LLC | 2,364 | $392,872.38 | $484,265.4 | $91,393.02 | 23.26% |
James Rankin Modern Wealth Management, LLC | 28,099 | $3.54M | $5.62M | $2.07M | 58.51% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 8,238 | $1M | $1.69M | $682,909.76 | 68.1% |
Menachem Striks Morton Capital Management LLC/CA | 2,098 | $269,375.68 | $429,166.88 | $159,791.2 | 59.32% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 4,229 | $530,904.2 | $863,012.03 | $332,107.83 | 62.56% |
David Vollmer PFS Partners, LLC | 328 | $38,657.06 | $66,926.76 | $28,269.7 | 73.13% |
Benj Foor Frazier Financial Advisors, LLC | 602 | $85,589.38 | $122,801.98 | $37,212.6 | 43.48% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,280 | $211,634.9 | $262,611.2 | $50,976.3 | 24.09% |