| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MICHAEL DE LUZ Williams & Novak, LLC | 23,818 | $448,304.42 | $701,201.92 | $252,897.5 | 56.41% |
Syon Capital LLC SYON CAPITAL LLC | 10,553 | $257,915.28 | $323,343.92 | $65,428.64 | 25.37% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,110 | $27,593.11 | $32,678.4 | $5,085.29 | 18.43% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 15,159 | $392,667.76 | $446,280.96 | $53,613.2 | 13.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 298,997 | $6.93M | $8.8M | $1.87M | 27.01% |
James Rankin Modern Wealth Management, LLC | 2.06M | $54.1M | $62.97M | $8.87M | 16.39% |
Joseph C. Gissy Tactive Advisors, LLC | 40,484 | $1.07M | $1.19M | $120,916.01 | 11.29% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 14,964 | $365,719.93 | $440,540.16 | $74,820.23 | 20.46% |
Menachem Striks Morton Capital Management LLC/CA | 20,945 | $362,163.09 | $616,620.8 | $254,457.71 | 70.26% |
David Vollmer PFS Partners, LLC | 1,785 | $47,017 | $52,550.4 | $5,533.4 | 11.77% |
Benj Foor Frazier Financial Advisors, LLC | 2,429 | $54,038.86 | $74,120.93 | $20,082.07 | 37.16% |
Amir Har-El Savvy Advisors, Inc. | 551,210 | $12.25M | $16.23M | $3.98M | 32.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,406 | $20,931.12 | $41,392.64 | $20,461.52 | 97.76% |
United Advisor Group LLC United Advisor Group, LLC | 407,165 | $9.07M | $11.99M | $2.92M | 32.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,296 | $195,503.68 | $303,114.24 | $107,610.56 | 55.04% |
Jon Deven Mouton CAP Partners, LLC | 435,396 | $9.05M | $12.82M | $3.77M | 41.7% |
Taylor Wagner Valued Wealth Advisors LLC | 858 | $21,999.34 | $25,259.52 | $3,260.18 | 14.82% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 220,413 | $5.14M | $6.49M | $1.35M | 26.2% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 60,465 | $1.16M | $1.85M | $689,527.25 | 59.65% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 39,698 | $756,165.24 | $1.17M | $412,543.88 | 54.56% |