| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 111,142 | $31.31M | $35.38M | $4.06M | 12.97% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,975 | $500,907.3 | $946,942.47 | $446,035.17 | 89.05% |
| AK Alisha Kamadia United Community Bank | 12 | $3,852.5 | $3,696 | -$156.5 | -4.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,290 | $1.03M | $1.68M | $656,335.47 | 63.88% |
Robert Shea NEOS Investment Management LLC | 41,006 | $10.61M | $12.63M | $2.02M | 19.04% |
James Rankin Modern Wealth Management, LLC | 1,164 | $340,324.56 | $355,020 | $14,695.44 | 4.32% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,435 | $431,871.99 | $775,060.48 | $343,188.49 | 79.47% |
Benj Foor Frazier Financial Advisors, LLC | 261 | $68,270.02 | $83,514.78 | $15,244.76 | 22.33% |
Amir Har-El Savvy Advisors, Inc. | 2,104 | $637,294.37 | $669,703.18 | $32,408.81 | 5.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,387 | $326,094.59 | $441,482.09 | $115,387.5 | 35.38% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 350 | $51,555.15 | $111,405 | $59,849.85 | 116.09% |
Jeffrey McGrath Cetera Trust Company, N.A | 43 | $5,568 | $13,244 | $7,676 | 137.86% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,715 | $534,134.65 | $545,884.48 | $11,749.83 | 2.2% |
Taylor Wagner Valued Wealth Advisors LLC | 89 | $22,042.71 | $28,328.7 | $6,285.99 | 28.52% |
Darin Sadow Freestone Grove Partners LP | 85,553 | $27.17M | $26.09M | -$1.07M | -3.95% |
Curtis Burkholder Bare Financial Services, Inc | 56 | $16,587.46 | $17,824.8 | $1,237.34 | 7.46% |
Keisuke Ichihara Rakuten Securities, Inc. | 166 | $39,114.57 | $51,128 | $12,013.43 | 30.71% |
Sam Tedawes Quantessence Capital LLC | 1,004 | $318,800 | $306,220 | -$12,580 | -3.95% |
Joshua Stipcich Tidemark, LLC | 2 | $550 | $639.96 | $89.96 | 16.36% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 765 | $239,535.45 | $243,499.49 | $3,964.04 | 1.65% |