| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 1.41M | $150.99M | $165.75M | $14.76M | 9.78% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,425 | $344,707.76 | $518,388.75 | $173,680.99 | 50.38% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,054 | $348,706 | $357,776.1 | $9,070.1 | 2.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,399 | $4.44M | $3.33M | -$1.11M | -25.01% |
Robert Shea NEOS Investment Management LLC | 737,600 | $96.78M | $114.46M | $17.68M | 18.27% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,054 | $602,465.19 | $474,926.1 | -$127,539.09 | -21.17% |
Savoie Capital LLC Savoie Capital LLC | 19,300 | $2.05M | $2.26M | $208,826 | 10.18% |
Charles Corkery PUREfi Wealth, LLC | 4,495 | $503,616.01 | $526,589.25 | $22,973.24 | 4.56% |
James Rankin Modern Wealth Management, LLC | 4,395 | $486,029.82 | $678,236.44 | $192,206.62 | 39.55% |
David Vollmer PFS Partners, LLC | 1,194 | $41,443.96 | $139,877.1 | $98,433.14 | 237.51% |
Benj Foor Frazier Financial Advisors, LLC | 133 | $15,212.92 | $20,157.48 | $4,944.56 | 32.5% |
Amir Har-El Savvy Advisors, Inc. | 11,937 | $1.46M | $1.4M | -$59,305.11 | -4.07% |
Ann Keitner Quantum Portfolio Management LLC | 1,339 | $215,538.97 | $206,634.49 | -$8,904.48 | -4.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 19 | $2,169 | $2,225.85 | $56.85 | 2.62% |
Owen McCabe Tyche Wealth Partners LLC | 2,062 | $218,622.82 | $303,299.58 | $84,676.76 | 38.73% |
United Advisor Group LLC United Advisor Group, LLC | 22,138 | $3.27M | $2.59M | -$673,186.46 | -20.61% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,405 | $280,869.62 | $398,895.75 | $118,026.13 | 42.02% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 20 | $1,558.01 | $2,343 | $784.99 | 50.38% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 80 | $6,232 | $9,372 | $3,140 | 50.39% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,399 | $191,378.91 | $360,833.59 | $169,454.68 | 88.54% |