| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 800 | $23,520 | $27,344 | $3,824 | 16.26% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 19,284 | $510,122.75 | $659,127.12 | $149,004.37 | 29.21% |
| AK Alisha Kamadia United Community Bank | 5,600 | $156,072 | $191,408 | $35,336 | 22.64% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 292,837 | $8M | $10.01M | $2.01M | 25.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 974,922 | $28.52M | $33.32M | $4.8M | 16.82% |
Mark Petersen Prosperitas Financial LLC | 440,302 | $11.85M | $15.05M | $3.2M | 27% |
Charles Corkery PUREfi Wealth, LLC | 14,400 | $420,624 | $492,192 | $71,568 | 17.01% |
Mark Weber DecisionMap Wealth Management, LLC | 34,905 | $955,977.86 | $1.19M | $237,075.04 | 24.8% |
James Rankin Modern Wealth Management, LLC | 14,794 | $482,581.24 | $505,658.92 | $23,077.68 | 4.78% |
Joseph C. Gissy Tactive Advisors, LLC | 85,523 | $2.41M | $2.92M | $509,124.06 | 21.09% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1.06M | $30.16M | $36.13M | $5.97M | 19.78% |
David Vollmer PFS Partners, LLC | 14 | $447 | $478.45 | $31.45 | 7.04% |
Benj Foor Frazier Financial Advisors, LLC | 66 | $2,106.07 | $2,255.88 | $149.81 | 7.11% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,268 | $719,709 | $726,833.9 | $7,124.9 | 0.99% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 976,851 | $22.25M | $33.39M | $11.14M | 50.05% |
Amir Har-El Savvy Advisors, Inc. | 2.86M | $84.03M | $97.86M | $13.83M | 16.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,708 | $36,037.43 | $58,370.9 | $22,333.47 | 61.97% |
Owen McCabe Tyche Wealth Partners LLC | 126,703 | $4.03M | $4.33M | $303,624.69 | 7.54% |
United Advisor Group LLC United Advisor Group, LLC | 236,186 | $6.81M | $8.07M | $1.26M | 18.55% |
Jeff Ramsey Quotient Wealth Partners, LLC | 179,845 | $4.76M | $6.15M | $1.39M | 29.1% |